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

• 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.