Operations Manager

Reference: AL1164

Operations Manager

Leicestershire (Our Ref AL1164)

Salary: Commensurate with skills and experience + benefits


My client provides bespoke Financial Advice that is tailored to their clients’ unique objectives and circumstances. Their financial advisers advise on investments, retirement planning, life assurance protection or mortgage finance to name a few.  They believe that high quality financial planning and ongoing reviews are the key to providing their clients with the best financial advice.

They are now seeking an experienced Operations Manager to help drive their business forward. As part of the Senior Management Team, this role is responsible for the Administration Teams and will manage all operational and functional aspects of the business.


Duties and Responsibilities:

  • To lead, manage and develop the administration teams within the business to deliver continuing excellent service to our clients
  • To ensure that practical and operation aspects of the business are properly attended to in a timely and pragmatic manner.
  • To provide an efficient and timely HR service to the management in order to ensure staffing is aligned with the key aims of the organisation.
  • Maintain office services by organising office operations and procedures, to include the Mortgage Administration, IT, Health and Safety and Telephones.
  • Facilities management – ensuring the property is maintained to a high standard to provide a clean, safe, efficient and pleasant working environment
  • Handle general day to day queries to ensure they are dealt with efficiently and in a timely manner.
  • To support the Business Development & Strategic Director in managing the website, social media, marketing and branding in line with the company’s objectives.
  • To establish and maintain robust procedures for the retention, protection, retrieval, transfer and disposal of client information in line with legislative requirements.


Qualifications, Knowledge and Experience Essential:

  • Minimum 3 years’ experience in similar role – Office/Practice/Operations Management
  • Excellent organisational and people management skills
  • Knowledge and experience of using computers and a variety of general software packages
  • The ability to work under pressure in a busy department
  • Financial services knowledge preferred but consideration will be given to outstanding applicants from different sectors, with the commitment to undertake relevant industry qualifications


If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

Apply for this job

Upload your CV