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Operations Manager

Job description

An opportunity has become available with a Financial Planning firm in Exeter for an Operations Manager

This role would be suited an individual with a background in Financial Planning or Banking and have worked as a Senior IFA Admin/ Paraplanner/ Office Manager/Practise Manager and ideally have previous experience of supporting, supervising or mentoring experience of other members of the team!

You will be working closely with the financial planning manager of the office, ensuring the team are producing high quality support to their financial advisers but also ensuring the client journey is an excellent experience.

It will be your responsibility to work with the client services team which compromises of 4 Paraplanners and 2 admins, organising process, hosting team meetings, 1-2-1's, appraisals and further training and development sessions.

You'll also work collaboratively with other Regional Team Leaders including providing oversight of new business processing, implementation and planned review activity within the required regulatory time scales to mitigate risk of disengagements and remediation.

You'll have to identify where the team needs development and implement plans to improve performance, this will be more apparent when you observe pod meetings with the wider team including the Client Support, Planners and Paraplanners. In addition, you will also provide feedback/input for staff performance appraisals.

Benefits include:

  • Holiday: 26 days
  • Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
  • Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
  • Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
  • Life Assurance: 4x your salary, cover can be increased at your own cost
  • Income Protection: 75% of salary payable after 26 weeks of absence

You will receive full training and support for this role, if you are looking for that next step in your career, want to join a supportive business that will develop your goals then this could be the role for you!

For more information on this Operations Manager Role in Exeter please click apply and we will be in touch.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.