Operations Manager/ Practice Manager (Financial Services)

My client offers a comprehensive financial planning service for all its clients including protection, pension, investment, and estate planning needs. They are currently looking for a Senior Operations Manager/ Senior Practice Manager based in Canary Wharf London.

The successful applicant for the Operations Manager/ Practice Manager role will enjoy a great package with the following benefits: -

• £38,000 - £40,000 pa
• Discretionary Bonus?
• Death in Service Benefit
• Pension Scheme
• 9.00 am - 5.00 pm Monday to Friday

The main responsibilities of the Senior Operations Manager/ Senior Practice Manager involve: -

• Oversee and manage office staff who support a team of financial advisers
• Manage all internal and external relationships and organise office operations efficiently.

The ideal candidate for the Senior Operations Manager/ Senior Practice Manager position must have: -

• An understanding of Financial Services including: -
• Advice process and regulatory requirements
• Knowledge of business and management principles
• Knowledge of administrative management practices and procedures
• Experience in organising company events
• Knowledge of human resources management practices and procedures.

Experience

• 2 - 5 years’ experience in similar role preferably in the Financial Services market
• A track record of managing internal processes and improving working practices
• Strong background in client and product administration
• Experience of developing and maintaining good working relationships with clients, advisers and staff
• Experience of managing a team to deliver high levels of administration and client service.

Skills/Abilities -

• IT literate including the ability to use
• Microsoft Office
• Database management tools
• Excel.

Interested!

Please forward a copy of your CV for immediate short-listing.