Job description
Are you an experienced leader with a passion for delivering exceptional service in financial planning operations? We're looking for an Advice Operations Team Leader to join a fast-growing, national financial advice firm. The right candidate must be local to one of the following locations: Warwick, Cheltenham or Cardiff.
This is your opportunity to lead a high-performing team, streamline processes, and ensure exceptional service delivery in a thriving, client-focused environment.
In this role, you'll lead a team of Financial Planning and Client Relationship Executive Assistants, ensuring top-tier support for Financial Planners while maintaining regulatory and policy compliance. Your expertise in performance management, multi-tasking, and strategic delegation will be key in driving operational excellence.
What You'll Be Doing:
1. Leading the Advice Operations team to deliver outstanding service to Financial Planners and clients
2. Ensuring all client information is accurately maintained in our systems
3. Managing team performance through regular reviews, coaching, and development plans
4. Monitoring data control reports and addressing issues proactively
5. Collaborating with Compliance on client complaints and remediation
6. Driving continuous improvement in processes, efficiency, and service delivery
What We're Looking For:
7. Strong leadership skills with experience in financial services operations
8. Ability to manage multiple priorities while maintaining high-quality service
9. Skilled in training, mentoring, and developing teams
10. Experience in managing regulatory and policy adherence within financial services
11. Local to one of the following locations: Warwick/Cheltenham/Cardiff
The firm offer a highly competitive salary along with an attractive benefits package, including:
12. 28 days' holiday, increasing to 30
13. Company-matched pension
14. BUPA healthcare and more
This is an incredible opportunity to make an impact within a dynamic and growing organisation. If you're ready to take on a leadership role where you can drive change, support a high-performing team, and contribute to our success, we'd love to hear from you!
Please reach out in confidence to