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Operations Manager (COO) - Chartered IFA Practice

Key Job Features

Job Type: Permanent
Reference: TS/893
Location: Cheshire
Other: To £65,000 + Bonus + benefits (+ potential for Equity)


TS/893 - Operations Manager (COO)- Chartered IFA Practice - Cheshire

To £65k + Bonus + benefits (+ potential for Equity)

This is an exciting opportunity to join the Senior Management team of a leading Chartered IFA business with ambitions to double in size in the next five years and grow from a Regional to a National firm.

The role involves line managing the Support and Paraplanning teams to provide outstanding client service and support for the Financial Advisers while working closely with the Managing Director to develop strategy to achieve its planned growth while maintaining a top level of client service. 

The role will include project work and an ongoing commitment to improving back-office processes as well as working closely with the Managing Director, meeting key business requirements including Gabriel Returns, PI and dealing with suppliers such as Cybersecurity and IT support company.

This role offers a genuine opportunity to become an Equity Director of an ambitious and growing IFA business with a growing reputation both locally and nationally.

To be considered for the role you should be an Operations Manager or similar, of a Financial Advisory firm, with a proven track record in people and project management and ambition to become a Director and shareholder of a Chartered IFA Practice. 

If you would like to be considered for this role, please send your CV to quoting job reference TS/893 or call Tim Terrell on 01761 252 538.

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