Office / Operations Manager (Financial Services)

My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich. The purpose of this new role is to help maintain and grow their successful practice; they’re seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities. The ideal candidate will have a strong background in Financial Services e.g. paraplanning or senior administration and ideally experience in managing departments, achieving maximum productivity. This person will also ideally be skilled in human resources and be able to develop and maintain a positive and transparent working environment. The ideal candidate will also be able to work on their own initiative, a self-starter who is able to provide solutions to the everyday office operational duties, as well as acting as a figurehead for members of staff to approach for assistance. Overview You will report to the MD, lead a small but growing team of experienced and established admin and operational staff, create and drive the operational strategy to support the business plan; achieving excellence in client experience and in delivering my clients growth plan. Key Attributes Professional, collaborative Acts with courage, is fair and consistent Calm under pressure Self-aware, listens to and acts on feedback, self-improver Role To manage the operational needs of the business on a day to day basis and add operational value To oversee a team of regulated financial advisers/ paraplanners and ensure they are compliant To manage the overall operation of the business in conjunction with/as directed by the MD To set targets and objectives, measure and manage performance To implement a development programme for the team You will be responsible for managing and developing staff, as well as overseeing their training Measure ROI (return on investment) Providing an outstanding level of service to your colleagues and clients will be of utmost importance to you Conduct a review of current processes and where appropriate, introducing change within the business As a leader you will inspire quality in your team You will be managing a HR system, responsible for the CRM systems and will provide Management Information to the MD You will inspire growth and development of all colleagues within the business in an environment in which trust, initiative and mutual respect are key Keep MD informed of significant developments This role demands an inspirational leader to implement and drive strategies to evolve and develop an established, expanding business, through strategic and operational leadership Key Skills Level 4 Diploma Qualification (minimum) Maintain CPDs Hold J07 Supervision in a regulated Environment qualification (not essential but nice to have) Experience of overseeing regulated advisers Education – ideally hold a degree or degree equivalent Experience of managing a team, delivering the people plan Displays leadership qualities Experience of setting targets, objectives, KPI’s, SLA’s Demonstrated ability to drive a business forward Have a track record as a Manager in an operational office-based environment with an emphasis in sales and marketing Great Place to Work Commitment to creating a work environment where great achievement is celebrated and recognised; people are engaged & developed to deliver their full potential. Committed to driving forward the company’s ambition to become an employer of choice and strengthen the firm’s reputation within the local community. Benefits / hours 37 hour week (Flex) core hours 9-5, early finish on Fridays. Death in Service x4 Free Parking Health care policy Pension Holiday - 26 days (extra day off for your Birthday) Work social events, Christmas, Summer Professional development, relevant qualifications funded and supported