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Operations Manager, Horsham (SR-1084)

£40000 - £50000 + benefits

We are representing a dynamic, market leading organisation that is going through an exciting period of growth. The business creates bespoke, cloud-based technology solutions to support Financial Services firms. This unique combination of wrap platform, discretionary and investment management allows its clients to deliver a high-class service to their clients.

Responsible for leading the Operations team and advising on complex technical matters.   Accountable for the function and procedures where errors may involve financial losses or impact the business, including possible loss of customer accounts.

Key Activities & Responsibilities:

  • Accountability for performance of Operations and ensuring procedures are compliant, efficient, detailed and up to date
  • Constantly seek to improve operations, reviewing and challenging inefficient processes
  • Detailed understanding of multiple processes across operations 
  • Lead team meetings
  • Active participation and contribution in management meetings
  • Setting goals and managing quarterly documented one to ones
  • Review and authorise standard operational tasks within the team 
  • Report and present accurate MI and produce the operational dashboard for the team 

Required Skills/Experience:

  • 5 GCSE’s including maths and English language
  • 2 A Levels or equivalent 
  • IMC, studying towards ACII / bachelor’s degree
  • Minimum of 3 years of investment platform experience at manager/team leader level
  • Accurate with excellent attention to detail 
  • Ability to work as part of a team and autonomously
  • Excellent communication skills both written and oral
  • Outstanding numeracy and literacy skills
  • Confident user of Microsoft Word and Microsoft Excel
  • Sound understanding of the Financial Conduct Authority and regulation relating to platform services
  • Self-starter, willing to learn and embrace change
  • Positive attitude
  • Excellent time management and ability to prioritise work 
  • Ability to motivate others
  • Accountability
  • Operates in a highly organised and structured manner in a challenging, fast paced environment
Employment type: 
Employed (Full Time)
Financial Planning
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