Senior Operations Specialist

Senior Operations Specialist

Salary £60k - £70k

London

Are you a Paraplanner seeking a route into Operations and Management?

Are you able to anticipate business and client needs?

Can you untangle complex operational problems and create practical solutions?

The Client

Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They leverage technology to improve client interactions with finances and dramatically lower costs behind the scenes. This allows them to reduce fees, broaden access to advice, and help clients make smarter financial decisions.

The Role

Our client offers a unique opportunity to join as a Senior Operations Specialist. You are ideally a Paraplanner seeking an operational role to apply your technical knowledge.

As a Senior Operations Specialist, you'll own day-to-day operations and ensure the delivery of operational aspects that contribute to an exceptional customer experience.

As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether leading teams, driving projects, or owning processes. Training and support will be provided to help you grow and make a meaningful impact, making this an excellent step forward in your operations career.

This broad role is perfect for someone who loves learning. It's a fantastic opportunity to join a business at its early stages and play a key role in shaping its future.

Responsibilities

• Owning operational processes; ensuring excellent delivery and continuous improvement
• Anticipating customer & business needs or risks
• Untangling complex operational problems and developing practical solutions
• Driving the team to achieve daily, weekly, and monthly targets
• Onboarding new clients & relationship management (e.g., collecting personal and financial information, engaging with clients, executing recommendations)
• Serving as a trusted point of contact for operational questions
• Potential future team leadership roles
• Ensuring compliance with key regulatory requirements
• Acting as a culture ambassador, engaging colleagues, and proposing new ideas for collaboration