Operations Manager

Blakemore Recruitment
Shillington, UK
15 Aug 2019
06 Sep 2019
Contract Type
Full Time
We are currently recruiting for a highly regarded Financial Planning firm in Shillington who has a career opportunity for a self-motivated and commercially minded Operations Manager with a can-do attitude. This is a key role that makes sure the office team is performing to its best potential. The ideal candidate will need to keep their eyes on multiple areas within the company, assuring productivity and efficiency while seeking to control costs. The successful candidate must be able to execute effectively in order to achieve company-wide goals. This role is responsible for the overall well-being of the company's operations; therefore, the right candidate must have a 'big-picture' perspective.

  • Demonstrate an ability to use good listening, motivation and communication skills in order to manage a team of 7-10 staff (Technical Paraplanners, Paraplanners, Administrators and PAs)
  • Responsible for setting measurable team and individual objectives that deliver exceptional outcomes for the clients
  • Oversee the entire AST process and intervene and make adjustments as needed to ensure a service delivery experience that allows the advisers to achieve/exceed their financial targets
  • Responsible for Staff training and development to ensure team productivity is at peak efficiency levels
  • Engage in cost-benefit analysis and regularly monitor expenses and curtail a department's spending if necessary, to keep the company on budget
  • Ensure processes are aligned to client and adviser needs to ensure we have a highly efficient business submission process

  • Work with the support and adviser teams to ensure we are maximizing our investment in technology including CRM
  • Optimize and document our top 5-7 business processes so that we are using
    predictable and repeatable processes.
  • Create a business forecasting methodology that enables us to be accurate within 10%
  • Create a balanced scorecard for the business that is easily updated with accurate data. To include financial and business leading/lagging KPIs. Work in conjunction with our management accountant
  • Build a virtual team of outsourcers across several different domains so that we have on-demand expertise available to us
  • Drive the implementation of EOS across the organization
  • Manage the high-level HR function in conjunction with our external HR partner

  • You have a proven track record in an operational, services related industry and take pride in providing outstanding service (Pensions and Financial services experience would be helpful, but is not mandatory)
  • You have experience in a sales driven office culture and understand that the sales function creates the growth in a business
  • You have frontline team management experience and know how to create a fun, effective team culture where you quickly resolve conflicts as they arise resulting in an effective and smooth-running office
  • You are a natural organizer who is able to set policies and guidelines for how to complete tasks and you take pride in optimizing and streamlining office and administration systems
  • You are good-natured and enthusiastic and enjoy working in a small team where your individual contribution makes a significant impact to the overall business
  • You like taking ownership and accountability and execute and deliver results consistently
  • You can analyse situations and make decisions towards the company's best interests rather than those of a single department
  • You are resourceful with a can-do attitude and can think and act independently and can connect groups to work together to solve problems as they arise
  • You have excellent computer skills and enjoy working with new software programs and technology
  • You want to work in a company where you will receive ongoing training and be continually challenged to excel
  • You want to be part of a team where excellent performance will be rewarded with an exciting compensation package
  • You are looking for a career with long-term opportunities, not just a job and a payday

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