Operations Manager

Operations Manager - City of London, London

Ref: 1423Wednesday 11 October 2023

£50,000 - £65,000

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The Managing Director of a leading IFA firm in London is looking to hire an Operations Manager to support him in the everyday running of the firm. He is currently at full capacity managing serval hats and needs someone with experience to join him in leading the growth of the firm.


The Operations Manager will oversee the firm’s back-office technology, client reporting process, system integrations, Marketing (lead generation) and client experience. Focused on streamlining and improving advisor operations, this role is responsible for the day-to-day management of all business operations and client service platforms.

The salary Band for Operations Manager is £50,000 - £65,000 + Bonus and Benefits as well flexible working options.

This position will maintain an intimate knowledge of technology applications and system integrations, and how they improve workflow efficiency. Ideally, this person will possess a passion for understanding cutting-edge technology solutions, sharing their knowledge with others, and driving change management throughout the organisation.

Essential Functions

  • Oversee all day-to-day operational activities that support the advisor’s ability to deliver a fantastic client experience
  • Ensure all transaction processing follows internal procedures and compliance regulations
  • Maintain the complete technology stack, taking ownership and understanding of all tools and their various functions
  • Implement new technology solutions to improve efficiency throughout the organisation
  • Provide ongoing support, supervision, training and development opportunities for team members, offering guidance and informing best practices to build comfort with the tools
  • Develop and maintain written standard operating procedures, how-to documents, and workflow diagrams
  • Monitor and oversee third-party vendor performance as it relates to daily operations
  • Ensure complete, accurate and timely delivery of management reports to key stakeholders
  • Manage relationships with external vendors and technology providers
  • Establish and report on Key Performance Indicators to track and manage success

Required Experience:

  • Experience Managing in a Wealth Management business
  • Ability to work well in a fast-paced team environment
  • Ability to manage multiple tasks and prioritise based on business needs
  • Proficiency in navigating various technology tools
  • Proven ability to manage staff development and performance
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