Operations Manager

Liverpool, Merseyside

Salary: £50,000 - £60,000

Are you a highly motivated and detail oriented financial services professional with a passion for driving operational excellence? Do you thrive in a dynamic environment and have a proven track record of managing processes and teams? If so, we want to hear from you!

Well established Wealth Management practice based in Liverpool, renowned for providing tailored financial advice and outstanding client service. As the Operations Manager, you will play a key role in ensuring the smooth running of the business operations and administration team and reporting to the Directors.

Key Responsibilities

• Lead and oversee all operational processes, ensuring efficiency, compliance, and alignment with the firm's goals.
• Manage and support a small team of administrative staff, fostering a positive and productive work environment.
• Identify opportunities to streamline operations, implement best practices, and enhance overall efficiency.
• Ensure adherence to FCA regulations and industry standards, managing audits and compliance documentation.
• Manage and optimise CRM systems and other technology platforms to support operational effectiveness.
• Collaborate with advisers to ensure seamless client onboarding, reporting, and communication processes.
• Managing the HR and recruitment for the Wealth Management practice.

About You:

The Wealth Management firm is looking for a dynamic leader with a strong background in operations, ideally within the financial services or wealth management sector.

The ideal candidate will have:

• Experience: Minimum 3-5 years in an operations or management role, preferably in financial services.
• Knowledge: A solid understanding of FCA regulations and compliance requirements.
• Skills: Exceptional organisational, problem-solving, and leadership skills.
• Technology Proficiency: Experience with CRM systems, financial software, and Microsoft Office Suite.
• Qualifications: Relevant qualifications in business management, finance, or a related field (CII or CISI certifications are a plus).

Why Join the Financial Planning firm?

• Work with a supportive, forward-thinking team in a reputable Wealth Management practice.
• Excellent amenities near the IFA Practice.
• Opportunity to make a significant impact on the growth and success of the business.
• Competitive salary and benefits package, including professional development opportunities.

How to Apply:

If you’re ready to take the next step in your Financial Services career and make a real difference, we’d love to hear from you. Please click to apply and send your cv.