Operations Associate

CLD Recruitment (Leeds) Ltd
06 May 2017
05 Jun 2017
Contract Type
Full Time
Operations Associate - £22,000

My client a leading Wealth Management company seeks an experienced Operations Associate to join their team.

The Operations Associate will be accountable for the build, production and maintenance of workflow and Risk MI, including initial high level analysis (highlighting any issues, inconsistencies, areas of concern, etc.) to support the effective management of the company.

You will:

*Work collaboratively with the Operations Manager, Regional Advice Managers and Team Leader network to assist the delivery of the Operations and Distribution Plan.
*Own the creation and collation of quality Management Information
*Be required to proactively progress any challenges identified
*Contribute to strategic initiatives and projects across the region
*Create MI to allow the voice of the client to be heard and to allow business thinking and direction to be shaped
*Engage the Operations Manager, Regional Advice Managers and Team Leaders to influence and continuously improve our business and own thinking
*Help identify and eliminate areas of waste across the region
*Manage priorities and plans making the most effective use of resources and systems available
*Work collaboratively with the Operations Manager, Regional Advice Managers and Team Leader network to retain a strong focus on the provision of excellent service to our clients
*Responsible for the delivery of all MI to allow local and centralised reporting and management requirements to be met


*Utilises analytical skills and willingness to challenge peers/seniors to produce accurate MI which demonstrates the delivery of excellent client service
*Awareness of deadlines and a willingness to ensure these are always met
*Will strive for consistency in self and others
*Continually seeks the external perspective and brings learns from outside into business
*Acts as a catalyst for change and champions new initiatives across the region

CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.