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Operations manager

St. James's Place Wealth Management
Operations manager
Posted: 12 June
Offer description

Operations Manager

Location: Chobham, Surrey

Salary: Highly Competitive

Hours: Full time, office based

An outstanding new opportunity has arisen for a dynamic Operations Manager within a highly successful Partner Practice of St. James's Place.

The Operations Manager will report to the Principal Partner, be responsible for driving the business forward, and all aspects of People Management, Marketing and Business Strategy. This role would suit an individual who has some previous experience in a similar role and is looking to take the next step in their career and play a key part in contributing to the overall success of the business.

Main Duties & Responsibilities

* Working with the Principal Partner on developing and implementing the business’s strategy and long-term business plans

* Driving the business forward with creativity and positivity in line with the Business Vision

* Facilitating communication and collaboration between Advisors and the Admin Support Team.

* Holding regular team meetings to ensure communication of, and progress towards business goals and objectives

* HR and recruitment, onboarding, and development of new Advisors and Admin Support staff

* Evaluating both individual and team performance via regular performance management, annual appraisals, and objective setting

* Managing the Business Pipeline and Finances, providing regular reporting on the business’s performance to the Partner

* Ensuring the business is fully compliant including all licensing, professional development, regulatory and legislative requirements

* Ensuring the Partner and Advisors are working effectively, overseeing smooth and efficient workflows across all departments.

* Supporting with Marketing and events, creating and managing key projects to promote business development and contributing to the overall success of the business.

* Undertaking financial budgeting and forecasting to aid/drive decision making across the business

Skills and Experience required:

* First class relationship management skills, leading and motivating others to achieve goals

* Experience of managing people and teams, including recruitment, performance management, development, motivation, and retention

* An ability to review, create, and manage systems and processes, driving through changes when necessary

* An ability to think creatively and add value to a growing business

* Effective project management skills and a positive ‘can do’ attitude

* The ability to balance conflicting demands in a calm and friendly manner

* Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times

* Excellent IT skills including working knowledge of Microsoft Office Word, Excel, PowerPoint and Outlook.

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £188.6bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

If this sounds like the role you are ready for, please apply sending your CV to the link on this advert

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