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Operations Manager

CV Elite Ltd
Closing date
28 Jan 2022

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Contract Type
Full Time
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Operations Manager. The Role: I am recruiting an Operations Manager on behalf of Paradigm Norton, an award-winning financial planning firm with offices in Bristol, London, Exeter and Torquay. Reporting into the Operations Director, the successful Operations Manager with drive change and work to enhance, develop, implement and embed, process and system improvements and efficiencies across the client service administration function, ensuring the continuous improvement of this expanding business.
Salary and Benefits: £45-50,000 (dependant on experience), plus an exceptional benefits package including 23 days' holiday + bank holidays + 12 wellbeing days + support with professional training + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme.
Home Working and Flexibility: While this role is based in Paradigm Norton's Bristol head office (Ham Green, Bristol BS20) with easy access to M4/M5 we are happy to facilitate a degree of home working (up to 50% of the time). We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.)

The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.1 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients' goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions.

Operations Manager, Responsibilities:
  • Work with the Client Services Administration team to identify and common issues and opportunities in administrative processes, making changes to ensure the consistent delivery of the highest quality client service.
  • Work with the Systems Manager on developing best practice, in both the use and application, of technology and the practice management system (Intelligent Office).
  • Implement process and system improvements, develop and share best practice and work to build trust, gain acceptance and embed change in the client services administration function across the business.
  • Assist the Business Service teams with the design, enhancement and delivery of training and technical support for new and existing administration staff as required (Intelligent Office, data management system etc.)
  • Support the transition and integration of administration work resulting from acquisition projects or new adviser induction.
  • Assess the workload and capacity of the various administrative teams across the business, prioritising and reallocating work as required, to optimise the service delivered to the Advisers and Clients.
  • Work with the Systems Manager on project work relating to data integrity and maintenance
  • Work with the Compliance Manager to carry out regular reviews, ensuring any errors which indicate a training or developmental need are addressed and that compliance and quality is optimised.
  • Continuous improvement, streamlining and improving processes
  • Identify and take responsibility for ad hoc operational projects.

Operations Manager, Skills and Experience required:
  • Experience of utilising business support systems (Intelligent Office or other Practice Management or CRM systems) to drive change.
  • Experience of developing, implementing and embedding operational and system process improvements and efficiencies.
  • Experience gained in an expanding (ideally multi-site), professional services environment
  • Team Leadership experience, with the ability to gain consensus from, motivate and support teams, manage workflow and delegate tasks effectively.
  • A creative problem-solver, capable of finding solutions to difficult operational issues
  • A quick learner, rapidly picking up knowledge of the company's services, products, systems, compliance and administration procedures
  • A service delivery, customer focused approach
  • A strong technology aptitude, adept at utilising technology to enhance business processes.
  • Self-motivated, with a high level of organisation and attention to detail, the ability to work well under pressure and use initiative.
  • A confident and articulate communicator, a persuasive influencer, with the ability to build strong relationships with internal and external stakeholders.

The successful Operations Manager will enjoy a highly rewarding career, working for an award winning and progressive company who invest in, value and reward their staff.

Dawn O'Shea is a recruitment partner, recruiting the Operations Manager directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
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