Operations Manager

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Operations Manager

Posted date | 04/05/2017 Closing date | 29/06/2017
Full Time Management
Operational Risk,
Regulatory Compliance

Our client is licensed in terms of Investments and as an Insurance Broker in terms of Insurance Intermediaries.  It has passported its services to Portugal, UK and Italy and has a branch in Spain. They are looking to hire an Operations Manager to join their team.

Your main responsibilities include;

  • to lead the day to day work
  • ensuring that all the work produced is done in a compliant manner
  • ensuring that all workings are manufactured in a correct, cost effective and timely manner
  • ensuring that performance in terms of placement of orders and execution are within the best practice as laid down in MIFID11 or any subsequent legislation
  • improving operational management systems, processes and best practices that guarantee organisational well-being
  • keeping abreast of changes in anti money laundering, compliance and financial services
  • examine financial data and statements and use them to improve profitability
  • perform quality controls and monitor KPIs'

Qualifications & Experience 

  • proven work experience as operations manager or being an IFA or insurance broker 
  • ideally be a qualified investment adviser or insurance broker
  • have good knowledge of budget development and oversight experience
  • ideally have a diploma in banking, economics or finance advice or bachelor's degree in operations management or financial services
  • be well conversant with IT packages


  • have good leadership and organisational skills
  • ability to communicate at all levels of the organisation
  • have an excellent eye for detail.

Reference: MT 0145/17



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