Behind every successful Financial Adviser is an operations powerhouse, making everything run like clockwork. That's where you come in. As the Operations Manager, you'll be the backbone of the office, the person who ensures that Advisers can focus on what they do best, while you orchestrate the complex dance of modern financial planning operations.
This isn't just about keeping the lights on. You'll be shaping how the business works, improving processes, and directly contributing to the client experience. When a client receives their annual review seamlessly delivered; when a new client is onboarded without a hitch; when the compliance is spot-on - that's your expertise at work.
You’ll be joining the business at an exciting time - a new name in Newcastle and your role will ensure you play a pivotable part in the growth of the business, with flexibility and opportunities available. This is about building something special, combining cutting edge technology with old-fashioned, personal service.
This fabulous opportunity will include the following responsibilities:-
· Utilise Intellifo fully, to make it work for the business; improve efficiencies, streamline processes and share your knowledge with the team – always ensuring best practice is delivered
· Review all operational processes, make them run smoother, better
· Manage administration – co-ordinate with pr...