Regional Operations Manager - Bath

Preferred Recruitment Solutions
Bath, UK
15 Jun 2019
26 Jun 2019
Contract Type
Full Time
An exciting opportunity has arisen for a Regional Operations Manager based in Bath, to lead, motivate and manage a team of Client Support Administrators across 3 locations. The teams consist of varying abilities and expertise operating within the private client and corporate sector.

There is a competitive package on offer, with a basic salary of up to £44,000pa plus excellent benefits.

The role will include the following:
  • Report to the Head of Operations and will have direct line Management responsibilities for the Client Support Teams in the following locations Bath, Cardiff and Exeter
  • Manage day to day activities of all direct reports in order to maximise efficiency, ensuring effective distribution of workload and allocation of skills
  • Ensuring prioritisation of tasks to maximise resources and deliver exceptional client service support
  • Managing attendance, sickness and holiday to deliver required resources
  • Motivate, develop and consider ongoing training for each team member through undertaking regular 1:1's and reviews, appraisals and frequent objective setting
  • Ensure proactive working partnerships are developed with Regional Paraplanning Managers, Senor Managers and Advisers to create a collaborative and focused environment
  • Communicate information on both a team and individual basis to ensure participation from all members of the client support team

What you will be required to have:
  • Certificate in Financial Planning or Level 4 Diploma
  • Similar experience gained within an IFA company managing a team of operational staff
  • Knowledge of financial planning products and administration within this sector
  • Excellent communication and interpersonal skills with ability to empower others
  • Exceptional organisation and planning skills with ability to pre-empt situations
  • Essential experience at managing a team and conducting 1:1 reviews and managing performance through proactive training and development
  • Positive and focused attitude with experience of embracing change to ensure delivery of customer service standards

Next steps:

Please don't hesitate to contact Laura directly on O7894 9O5 36O to discuss the role in more details and ascertain if you'd like to be put forward for the opportunity.

PRS builds close relationships with candidates and clients to fully understand their needs. You can rely on PRS for support at any stage through the interview and selection process.

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