Operions Manager
3 weeks ago
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IQ Financial Planning is part of the IQ Capital Group. We are a collaborative and client focused 'whole of client' wealth advisory. Our team prides itself on a proactive approach to providing exceptional service and personalised financial advice to a growing number ofvalued new and long-term clients.
The Role
The primary objective of the Operations Manager is focused on process improvements to enhance operational effectiveness, optimise workflows and drive results. The role aims to streamline operations, improve productivity, and contribute to the overall success and growth of the organisation.
Responsibilities:
Optimise Workflows: Tasking and monitoring work progress. Identify inefficiencies and develop strategies for improvement. Create templates, process maps, systems and documentation
Team Leadership: Conduct meetings, set goals, provide feedback and drive a culture of continuous improvement
Training and Team Management: Recruit, onboard, train and mentor teams on new procedures and processes and drive and manage KPI's
Operations Management: Delegating tasks, managing and monitoring the teams efficiency and results
About You:
Minimum 5 years experience in a leadership position within Financial Planning operations
Formal qualifications, ideally within financial advice is advantageous
Strong understanding of the advice industry
Proficient in identifying operational challenges, proposing solutions, and implementing effective resolutions
Excellent communication skills to collaborate effectively with diverse teams, convey ideas, and lead change initiatives
What we Offer:
Outstanding salary package including incentive structure
Personal and professional growth opportunities
If you are looking for a new challenge and believe you meet the above criteria, click the Apply button below. Please include a cover letter and resume outlining your experience within the financial planning industry.
Please note only shortlisted candidates will be contacted
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Your application will include the following questions:How many years' experience do you have as a Financial Planning Manager? Which of the following statements best describes your right to work in Australia? How many years of people management experience do you have?
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