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Regional Operations Manager, Bath (TB-1053)

£40000 - £42000 + Benefits

Our client is looking for a Regional Operations Manager to join the team to manage and develop their client support team. This will be based within Bath but will require multi-site travel across the South West. It is essential that you can ensure that the team provides a timely effective and efficient service to the company’s advisers and clients. 


  • Report directly to the head of operations and provide direct line management to the company’s private and corporate support team.
  • Ensure that all members of the support team are providing a top-quality service to both the firms advisers and clients.
  • Have strong leadership skills and be able to focus on day to day management while also aiding in the personal development of your team members.
  • Build strong rapport with all regional and senior managers as-well as the advisers within your location remit.
  • Be responsible for dealing with all issues that arise as-well as liaising with the Head of Operations to cover any complex requirements.
  • Work closely with the Head of Operations on business strategy.
  • Work within the strict FCA regulations as-well as the company’s internal procedures and systems.

Key Accountabilities

  • People Resource Management
  • People Development
  • Maintenance of Service Quality, Process and Procedure
  • Team Management Control
  • Constant Communication
  • Team Supervision
  • Client Service


  • Excellent administrative planning and organisational skills.
  • A team player with an adaptable and flexible approach to work that meets the needs of the business.
  • Excellent communication and interpersonal skills.
  • Ability to build and develop effective working relationships.
  • Strong leadership and management skills with proven ability to motivate and deliver through others.


  • Comprehensive knowledge of holistic financial planning options in both the private and corporate sectors.
  • Strong knowledge of compliance and FCA standards, rules and regulations.
  • Full Level 4 Diploma in Financial Planning (minimum).


  • A minimum of 2-3 years’ experience of managing a team of ‘Operations’ based staff.
  • Proven experience of conducting review meetings, performance appraisals and proven ability to effectively manage underperformance.
  • A minimum of 3 years’ experience in an administration role within the financial services industry, with Corporate and Private Client experience.
  • Experience of recruitment and people development.
  • Experience of working within defined service standards and procedures.
  • Good track record in delivering customer satisfaction.
  • Management experience in a Financial Services environment.
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: