A boutique wealth planning practice with a first class reputation are currently in the market for a high quality Operations Manager. They have plans in place to build their central team and have more effective management of their adviser support resource, as they look to embed strong processes supporting their cutting edge technology.
The primary functions of the role will be as follows:
- To manage the adviser support team to deliver processes and great client outcomes
- To be involved in the HR - recruitment and development - of adviser support
- To help build a central admin team to support onboarding and primary platform working
- To help evolve the systems of the firm.
The role would suit an individual experienced in process implementation and management. This might include Operations Managers with platforms or banks who have an understanding of the financial advice market. Operations Managers from smaller advice firms who can demonstrate experience in system implementation and successful adoption will also be considered. Skills in formal HR as well as operations would be helpful.
As the firm grows, the role has significant potential to evolve to become a senior position and will start initially reporting to the Board.
A very rewarding challenge in a firm which still espouses the fundamental principles of human freedom and independence.