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:
* Leading the Advice Operations team to deliver outstanding service to Financial Planners and clients.
* Ensuring all client information is accurately maintained in our systems.
* Managing team performance through regular reviews, coaching, and development plans.
* Monitoring data control reports and addressing issues proactively.
* Collaborating with Compliance on client complaints and remediation.
* Driving continuous improvement in processes, efficiency, and service delivery.
What We’re Looking For:
* Strong leadership skills with experience in financial services operations.
* Ability to manage multiple priorities while maintaining high-quality service.
* Skilled in training, mentoring, and developing teams.
* Experience in managing regulatory and policy adherence within financial services.
* Local to one of the following locations: Warwick/Cheltenham/Cardiff
The firm offer a highly competitive salary along with an attractive benefits package, including:
* 28 days’ holiday, increasing to 30
* Company-matched pension
* 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 Samantha.durbridge@idexconsulting.com
Advice Operations Manager – £55,000 DOE – Warwick/Cheltenham/Cardiff – Hybrid