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.
Role
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
Skills
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.
Knowledge
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).
Experience
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.
Regional Operations Manager (TB-1053)
Role: Regional Operations Manager
Salary: Up to £50,000 + Benefits
Location: Bath
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.
Role
Key Accountabilities
Skills
Knowledge
Experience
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