4 jobs found

The role of Operations Manager within this Investment Management company involves overseeing key operational processes, fund processes and ensuring efficiency across the Ops team, line management and project delivery. This is a full 360 role, a number 2 to the COO. Client Details The business is a specialist asset management group operating across Switzerland, the UK and Luxembourg. The group manages and distributes investment strategies across multiple portfolios, with over USD 3 billion in assets under management and a compact, highly experienced team. As the business continues to grow, the business is looking for a hands-on Operations Manager to help strengthen and scale the operating platform. Description This is a senior, practical and varied operations role at the centre of a growing investment management business. The Operations Manager will work closely with the COO as a trusted operational partner, helping to keep the business running smoothly day to day while improving systems, controls and processes for the next stage of growth. The successful candidate will be comfortable moving between detailed operational work, service-provider oversight, trading support, internal coordination and project delivery. This role is well suited to someone who enjoys taking ownership, solving problems and making things work better. KEY RESPONSIBILITIES Support the smooth day-to-day running of operations across the group and its managed portfolios. Oversee and operate key asset management systems, including custody, transfer agency, rebalancing and trading workflows. Monitor cashflows and trading requirements, supporting pre-trade, execution and post-trade processes. Coordinate the accurate preparation and distribution of key fund data, documentation and operational reporting for internal and external stakeholders. Track investment allocations, investor/platform activity, fees, rebates and related operational processes. Manage day-to-day relationships with key service providers, including administrators, custodians, transfer agents, brokers, platforms and IT providers. Act as a central point of coordination between Operations, Finance, Sales, Compliance, Risk and senior management. Lead or support operational improvement projects, including automation, system enhancements, data integration and regulatory updates. Profile A successful Operations Manager should have: A strong operations background within asset management, ideally a small team environment, ideally with at least 10 years of relevant experience in a similar role Experience managing people, processes and external service providers in a regulated environment. Good understanding of trading workflows, cash management, fund operations and operational controls. A graduate or equivalent background; relevant qualifications such as IMC, ACA, MBA, CFA or similar would be an advantage. A self-motivated, proactive and pragmatic person who can work independently and take ownership. A clear communicator with strong judgement, excellent business presence and the confidence to engage with senior colleagues and external counterparties. Someone who enjoys a fresh challenge, can solve unfamiliar problems and wants to contribute to a growing business. Job Offer Competitive salary ranging from GBP 100,000 to GBP 140,000k Hybrid working; 1-2 days in the office Comprehensive benefits package (details to be confirmed). Opportunity to work in a respected organisation within the financial services industry. Permanent position located in Mayfair London with travel to Geneva and Luxembourg A chance to lead and shape operational excellence in a key department. If you are an experienced professional looking to advance your career as an Operations Manager in the financial services sector, we encourage you to apply today!

Part-Time Business Analysis & Administration Assistant Hours: 10 hours per week Pay: £13.10 per hour Start Date: Immediate Start Available At Arbor Forest Products in New Holland we are seeking a reliable and detail-oriented Business Analysis & Administration Assistant to support our Business Analysis and Admin Control Department on a part-time basis. This role is ideal for someone with strong analytical skills, excellent attention to detail, and the ability to investigate issues, manage data, and support administrative processes. Key Responsibilities Investigating and processing customer complaints, including the preparation of credit notes. Reviewing stock discrepancies and errors, carrying out investigations, and implementing corrections. Supporting stock management activities related to discrepancies and complaint resolutions. Calculating customer rebates, producing reports, and requesting payments. Reviewing sales orders prior to invoicing and investigating/reporting any anomalies identified. Collating, maintaining, and managing a variety of reports linked to departmental responsibilities. Providing general administrative support to the department as required. The successful candidate will: Have excellent attention to detail and accuracy. Be comfortable working with data, reports, and spreadsheets. Possess strong problem-solving and investigative skills. Be organised and able to manage multiple tasks effectively. Have good communication skills and a professional approach. Be proficient in Microsoft Office, particularly Excel. We re looking for someone who brings: Ambition & Growth Mindset: You re driven to learn, grow, and bring new ideas to improve processes and product quality. Quality-Focused: You have a keen eye for detail, ensuring high standards in everything you do. Experience in manufacturing or sawmills, particularly in wood processing, is highly valued. Caring Values: You care about your work, your colleagues, and the final product. You believe in creating value for our customers and contributing positively to our team culture. Our 90-acre site in North Lincolnshire allows us to hold more than 80,000m3 of timber on-site and facilitates a vast throughput of over 300,000m3 of quality timber, MDF and composite decking products per year. Quality products and quality processes are what drive our passion, but people are central to everything we do, and it s thanks to our loyal workforce that we ve built a strong and successful business. The Arbor team enjoy a small company culture operating at a giant scale. Some benefits to join our company are: 31 days holiday, inclusive of Statutory Bank Holidays. Option to buy up to an additional 5 days annual leave per annum or sell up to 3 days annual leave per annum. Contributory pension scheme. Cycle to work scheme. Company sick pay. Enhanced maternity and paternity pay. Length of service awards. Employee Assistance Programme, (24/7 helpline, counselling sessions, legal, debt and life management advice line). Benefit Hub (inc. discounts on gift cards, travel, cinema tickets, to name a few) Staff purchase discount scheme. Opportunity to participate in a volunteering role for one working day per year fully paid by the Company. If you think you are the candidate we are looking for, please apply for the role. What We Offer Competitive pay of £13.10 per hour . Flexible 10 hours per week . Immediate start available. Opportunity to gain experience within a business analysis and administrative control function. Supportive working environment. If you are a motivated individual who enjoys analysing information, resolving issues, and maintaining high standards of accuracy, we would love to hear from you.

IFA Administrator Location: Liverpool Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.

IFA Administrator Location: Southport Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.