Operations Director - Chartered IFA Firm

Recruit UK
Chester, UK
15 Aug 2019
23 Aug 2019
Contract Type
Full Time
Job Title: Operations Director

Industry: Financial services

Location: Chester

Salary: £60,000

Job Reference: 13943

Job Description:

Recruit UK are working on an excellent opportunity for an Operations Director in Chester to join a well established Chartered Financial Planning firm.

This role will be to assist the Managing Director in all aspects running and growing the firm with the aim of doubling the turnover over a five year term. To assist with strategy, planning, finance and project management. To manage the business in the Managing Directors absence.

This role also involves advising new and existing clients and producing revenue at least matching basic salary.

What's in it for you:

- Negotiable basic circa £60,000, depending on experience

- Excellent Bonus earnings based on own production

- Profit share subject to qualifying period

- Generous holiday entitlement

- Life Cover, PHI & PMI after qualifying period

- Pension scheme

- Expenses including: 45p per mile for business travel

- Potential for Directorship and discounted share purchase

Skills and experience required:


- Qualified and authorised financial adviser. At least 3 years experience as IFA providing advice to private clients including investment and pensions.

- Line management experience including recruitment, training and coaching, supervision, motivation.

- Experience of Project Management. Evidence of implementing a project.

- Ambitions to become a Director and Shareholder of a mid-sized Chartered IFA Firm.


- Ambitions to become a Director and Shareholder of a mid-sized Chartered IFA Firm.

- A degree in any subject

- Chartered

- Evidence of significant business production figures on own or team account

- Experience as an IFA supervisor

- Knowledge and experience of platforms

- Knowledge and experience of a range of investment propositions
  • - Knowledge and experience of regulation, compliance and T&C schemes

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