Job Description
Advice Operations Manager – £55,000 DOE – Warwick/Cheltenham/Cardiff – Hybrid
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 Com...