IFA Administration Operations Manager
An exciting opportunity has arisen for an experienced Operations Manager to join a growing, regulated financial services business in North London. This is a pivotal role and you will work closely with the advisers, regional directors, the training teams, and other leaders to enhance the client experience, streamline service delivery to advisers and clients, and improve the speed and accuracy of administrative support and advice.
The Opportunity
Operating in a fast paced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering high quality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will help maintain the highest standards in client service while ensuring seamless operational support.
Key Responsibilities
- Support other team leaders and advisers by ensuring seamless workflow management and resource allocation.
- Work to provide clients with the highest level of service, by supporting advisers so that they have more time with their clients.
- Oversee the performance of the Paraplanning & Planning Support teams, ensuring operational excellence.
- Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards.
- Proactively provide regular updates to the directors on team performance and capacity.
- Ensure full accountability for team structure, service delivery, and Adviser support functions.
- Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively.
- Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme.
- Work closely with the FP Training Team, which will be responsible for training Planning Support and Paraplanners.
- Ensure team members understand their core duties, expectations, and service delivery requirements.
- Act as a first point of contact for any team issues or escalations.
- Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations.
- Work closely with the People and Training teams to drive ongoing professional development for
- Act as the key leadership figure within the team for Adviser support functions.
- Strong operational oversight with expertise in financial planning, paraplanning, and client support.
- Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes.
- Proven leadership and team management within financial services, ensuring efficiency and service excellence. Minimum of 3-5 years experience in paraplanning or client services.
- Excellent stakeholder management, collaborating with leadership, training, and support teams.
- Strategic and organised, able to manage multiple priorities in a fast-paced environment.
- Strong attention to detail, ensuring accuracy and consistency in all processes.
- Excellent communication skills with a client-focused approach to enhance Adviser and client experiences.
- Familiarity with FCA regulations and compliance standards within financial advice firms.
- This role is ideal for someone with extensive knowledge of Paraplanning and Planning Support Administrators, a passion for developing high performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support.
- Excellent salary and benefits package
- Competitive pension scheme
- Generous holiday allowance
- Hybrid working (2 days from home)
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