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Operations Manager - Leamington Spa




Administration Management, Compliance, General Management, IFA/Independent Adviser, Paraplanner


£40,000 to £50,000 Per Annum


Full company benefits


Leamington Spa

Contract Type:


Successful IFA practice based in Leamington Spa are seeking an Operations Manager.

The role suit an experienced Senior Paraplanner, Ex IFA or Practice Manager.

This is a hands on role taking responsibility for a busy administration and paraplanning department, providing exceptional service to consultants and clients.

Previous IFA experience is essential with a good understanding of back office systems and processes and sound knowledge of financial products and legislation.

A high level of IT literacy including report writing and management abilities. A very attractive remuneration package is on offer for the right candidate

  • Supervising a small team of Paraplanners and Administrators, you will have the ability to support technically, motivate and lead the team.
  • Good report writing skills and professional approach.
  • Idealy you will have Diploma qualified (level 4) as a minimum
  • Produce accurate KPI stats.
  • Ensure that the team are producing accurate and compliant client files and suitability reports
  • Review diary to prepare for forthcoming appointments
  • Conduct pre-brief and post-brief meetings with advisers before
  • Reviewing recruitment needs
  • Overall running of the business
  • Reporting into the board