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Allerton Park Recruitment Solutions
Wetherby
Business Manager - Basic £55K - £65K + Disc Bonus and Full Benefits. A successful and high quality Financial Planning practice is looking for a Business Manager to join their team. This is a senior position within the firm, working alongside the senior management team. The ideal person will be able to work across multiple areas (compliance, operati
Job Source: Allerton Park Recruitment SolutionsGoodman Masson
Shipley
Could you be Incommunities new Financial Planning Manager? Sat within Finance but working in partnership with the Development and Growth directorate, you will oversee the Development Programme from a finance perspective which includes the preparation of financial data, business planning and financial modelling. This is an exciting time to join Inc
Job Source: Goodman MassonHowells Recruitment
Leeds
Operations Manager Social Housing Planned Works & RefurbsCovering Yorkshire and Hull £50k plus package/permanent Here at Howells we are working with a leading Property Maintenance and Refurbishment Contractor to recruit an Operations Manager to oversee a Planned Works section of their business. As the Operations Manager, you will directly manage
Job Source: Howells RecruitmentCranleigh Personnel
Wetherby
Operations Manager - Wealth Planning Based Wetherby Outskirts Salary £45,000 - £65,000 depending upon experience + Bonus Our client is a firm of Independent Financial Advisers, established in 2006. They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver r
Job Source: Cranleigh PersonnelLime People Search & Select Ltd
Leeds
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpos
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Leeds
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpos
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administr
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be resp
Job Source: Lime People Search & Select LtdWetherby
Operations Manager - Financial Planning
Wetherby
£50,000 - £60,000
NJR Recruitment are delighted to once again be working with one of Yorkshire’s leading IFA firms who are looking to appoint an experienced Operations Manager to join the senior management team. Working alongside the directors, the ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
We are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured to consistently deliver a 5-star service to their clients.
What’s in it for you?
• 8% employer pension contribution
• Excellent basic salary depending on experience
• Bonus Scheme
• Death in service Cover
• Comprehensive Private Medical Insurance
• 25 days holiday + Bank Holidays
• Option for hybrid working
• Free parking
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure our clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
Responsibilities will include:
• Managing the company’s compliance and regulatory obligations
• Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
• Managing third party relationships and the general office environment
• Managing staff training and ongoing development, HR queries and policies, and general resourcing levels
• Manage risk by embedding best practice and compliance into standardised processes and client workflows
• Apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
What do we need from you?
• Previous experience in a similar senior management role within financial planning or wealth management is essential
• Ideally Level 4 Diploma qualified
• Prior knowledge of compliance and FCA requirements.
• Experience of managing others would also be preferable but not essential.
• Additional qualifications such as PRINCE2 would be a bonus If you are looking for your next senior management role in financial services, then contact NJR Recruitment quoting
NJR14805
Operations Manager - Financial Planning jobs in Wetherby
ⓘ There was an unexpected error processing your request.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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