Role: Operations Manager

Location: Canary Wharf

Salary: £40,000

One of our highly successful financial advice businesses based in the heart of Canary Wharf are looking for an experienced, hungry and well organised Practice Manager to join their business.

Due to an increase in their Financial Advisor headcount they are in need of a Practice Manager to oversee and streamline key activities in the business and support new advisers joining the team

This is an office based role which would require you to be present in their shared office space based in Canary Wharf, working alongside the business owners and advisers, with an element of virtual working to assist area sales managers and their advisers.

Key responsibilities

• Oversee and coordinate the onboarding of new advisers
• Support and complete the required vetting for new advisers
• Support and help complete any necessary administration duties that comes with onboarding new advisers
• Manage and coordinate regulatory testing for all new advisers and CPD for existing advisers
• Manage and coordinate required CPD for all advisers, new and existing
• Use the networks MS CRM platform to plan and prepare marketing initiatives
• Lead on the development and implementation of new processes for operational efficiency
• Collate and prepare weekly and monthly MI for use by the Practice Principals
• Lead and coordinate on projects and new business initiatives

Key attributes

• Management experience within the financial advice industry
• Management experience within a regulated environment
• Experience in overseeing individuals in development
• Strong administration experience
• Strong communication skills both verbal and via telephone
• Strong MI reporting skills and Data analytics experience
• Strong IT skills, highly literate in Excel is a must

This is a unique opportunity to be a pinnacle member of this business and to help it continue to grow. To learn more about this role, apply below to speak to our recruitment managers.