operations manager

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salary: Starting base salary of £50,000 - £60,000 + bonus

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location: hybrid - London EC3V/home

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the company

We are looking for a dynamic and experienced Operations Manager to join a growing team and support the strategic expansion of the high-value life and protection insurance division. This is an exciting opportunity to take a leadership role in a rapidly growing team with plans to double turnover within the next five years. If you have a passion for team development, process optimisation, and high-quality client service, this could be the perfect role for you!

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key responsibilities

• Collaborate with the Team Director to drive business growth and operational excellence across the team.

• Manage relationships with key third parties, such as insurers, medical service providers, and other external stakeholders.

• Ensure the highest standards of client experience are maintained at all stages of the process, from initial contact through to post-sale support.

• Optimize team productivity by ensuring smooth processes for underwriting, minimising delays and bottlenecks.

• Monitor ongoing business operations, ensuring accuracy and timely delivery of services across all stages.

• Take a proactive role in recruitment, talent management, and workforce planning to support team growth and operational needs.

• Oversee daily team operations, manage training and development needs, and conduct regular one-on-one meetings with the Team Director.

• Foster strong relationships with internal departments, including compliance, accounting, and marketing, to ensure smooth collaboration.

• Track team performance metrics and provide regular updates on achievements, challenges, and areas for improvement.

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essential skills & experience

• Proven experience in line management, with a focus on recruitment, coaching, training, and team motivation.

• Strong track record in project management, with successful execution of strategic initiatives.

• Experience optimizing back-office systems and improving operational processes.

• In-depth knowledge of the life insurance industry and the intricacies of underwriting and client service.

• A proactive, solutions-oriented mindset with an analytical approach to problem-solving.

• Excellent communication skills (both verbal and written) with the ability to influence and manage conflict effectively.

• Proficient in Microsoft Office Suite and other business management tools.

• Experience in generating significant business growth and driving operational efficiency.

• Supervisory experience within an Independent Financial Advisory (IFA) setting.

• Knowledge of regulatory and compliance standards, including Training & Competence (T&C) schemes.

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desirable qualifications

• Bachelor’s degree or equivalent.

• Diploma in Financial Planning or similar qualification.

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benefits

• Competitive salary (£50,000 - £60,000 per annum) based on experience/location.

• Generous bonus potential linked to both individual and team performance.

• 25 days annual leave plus public holidays.

• Participation in a share scheme.

• Comprehensive life, medical, and income protection insurance.

• Pension plan.

• A culture of openness, inclusivity, and flexibility with options for remote and flexible working arrangements.

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If you are an ambitious and results-driven Operations Manager looking to make an impact in a fast-growing division, we want to hear from you. Apply today to take the next step in your career and join a team that values expertise, innovation, and collaboration.

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Apply now by sending your CV or call CareerStone for an informal chat today.