Operations Manager

A strong national independent financial advice business, who have grown through acquisition are currently looking for an Operations Manager to lead the operations team that provides exceptional service to customers, Advisers and other stakeholders to meet business targets within agreed costs and governance structure. Responsible for the delivery of all aspects of the operations business plan locally, ensuring all team KPI's are met and to be accountable for all aspects of the smooth-running of the site.

Responsibilities include:

• Day to day line management and distribution of work to the operations team
• Manage the annual appraisal process for all operations team within the office. Including setting of performance objectives and managing employee development needs and undertake regular 1-1 meetings. Also responsible for conducting mid year and end of year meetings to provide performance ratings and provide timely performance MI to human resources as requested
• Manage under performance of employees consistently following the relevant company policies
• Lead and motivate operations team members to develop a high-performing team
• Coach, mentor and develop operations staff and manage ongoing formal development requirements to ensure the correct level of skilled resource is available to meet the business needs
• Lead on all aspects of communication for the regional office, ensuring that all messages are cascaded appropriately to the operations team in a timely manner, checking that the team understand the messages
• Responsible for ensuring that the company recruitment processes are followed at all times for the recruitment and selection of new operations staff
• Working closely with sales channel management to deliver revenue objectives
• Manage and support delivery of all business projects and initiatives
• Promote inclusivity, equality and diversity

Knowledge required:

• General knowledge and experience of the financial planning and employee benefits/corporate pensions markets including different providers' products and services
• Working knowledge of FCA rules, guidance notes and commitments that apply to job role
• Good understanding of IFA admin systems, processes and applications
• Ability to lead and motivate a team effectively to drive performance
• Confidence to develop strong, sustainable relationships with clients, colleagues and product providers

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.