Kathryn L Wilkinson Wealth Management LTD
Operations Manager
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Job Title
Operations Manager
Tenure
Permanent, full time position
Working location
Manchester City Centre - office based
Working hours
Office based, 5 days per week, with an early finish on Fridays.
Salary
Competitive salary, dependent on experience. Other benefits include private medical insurance, discretionary annual bonus, half day working on Friday. 25 days holiday per year, plus bank holidays
Purpose of the Role
The Operations Manager will take responsibility for the smooth day-to-day running of the business, managing the team and turning the Managing Director's vision and priorities into action.
The key purpose of the role is to take operational pressure away from the Managing Director, allowing them to focus on clients, strategy, growth and the future direction of the business.
Key Responsibilities
- Manage the day-to-day activities of the team, ensuring everyone understands their priorities, responsibilities and deadlines.
- Take ideas and priorities from the Managing Director and turn them into clear actions, allocating responsibility and following them through to completion.
- Create accountability across the team and deal with delays, bottlenecks or operational issues without everything having to be referred back to the Managing Director.
- Review and improve business processes so work moves efficiently through the business and responsibilities are clear.
- Oversee the client journey from meeting and advice through to processing, completion and ongoing service, ensuring cases do not become unnecessarily delayed.
- Maintain oversight of new business, outstanding cases, client reviews, team workloads, projects and important deadlines.
- Run effective operational meetings with clear actions, owners and timescales, and ensure agreed actions are completed.
- Work with advisers, administrators and compliance support to ensure systems, records, documentation and internal procedures are kept to the required standard.
- Identify problems early, propose practical solutions and take ownership of implementing improvements.
- Keep the Managing Director informed through concise, useful updates, highlighting only those matters that genuinely require their decision or involvement.
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The Person We Are Looking For
- A natural organiser and implementer who enjoys making things happen.
- Confident managing people and holding others accountable.
- Proactive, practical and solutions focused.
- Highly organised with strong attention to follow-through.
- Commercially minded and able to understand the priorities of a wealth management business.
- Comfortable making decisions and challenging constructively when required.
- Able to bring structure to a busy, entrepreneurial business without creating unnecessary bureaucracy.
- Someone who takes ownership rather than waiting to be chased or continually asking the Managing Director what to do next.
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What Success Looks Like
- The team is well organised, accountable and clear about what is expected.
- Client work and business projects progress efficiently.
- Operational problems are dealt with promptly and at the appropriate level.
- The Managing Director no longer needs to chase routine actions or become involved in every day-to-day issue.
- The business has the structure and processes it needs to grow while maintaining a high standard of client service.
Working Relationship With The Managing Director
The Managing Director sets the vision, strategic direction and priorities for the business. The Operations Manager provides the structure, team management and follow-through needed to make that vision happen.
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