Managed Services - B2B Operations Manager - QCF Level 4 Qualified
- Employer
- The Consulting Consortium Limted (TCC)
- Location
- Leeds, West Yorkshire
- Salary
- 50000 - 60000
- Closing date
- 13 Jun 2019
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- Specialist Area
- Operations
- Sector
- Accountancy, Advertising & Creative, Automotive, Aviation, Banking, Finance and Insurance, Charities & Not For Profit, Construction, Consultancy, Customer Service, Defence, Distribution, Education, Electronics, Energy & Utilities, Engineering, Event Management, FMCG, Food Services, Healthcare, Housing, Human Resources, Information Technology, Internet, Insurance, Legal, Leisure, Management & Executive, Manufacturing, Marketing, Media, Military, Oil & Gas, Pharmaceutical, Private sector, Production & Operations, Professional Services, Public Relations, Public Sector, Recruitment, Retail, Sales, Scientific, Secretarial & Administration, Social Services, Telecommunications, Training, Transport & Distribution, Travel & Hospitality, Utilities
- Contract Type
- Permanent
- Hours
- Full Time
TCC is lookingto fill the following vacancy immediately: a wide ranging and dynamic management role within Managed Services, providing people and operational management in a fast paced and rapidly changing environment. The role includes:
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Managing account delivery of managed services to clients including Paraplanning support, line 1 business assurance and complaint handling. Service delivery of a full range of financial planning products and services in line with advice processes and a compliance framework. Managing service delivery including volume/productivity/suitability and quality. Overall responsibility for the team’s productivity including individuals’ objectives and personal development. Stakeholder management including maintaining effective relationships with new and existing clients.
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Providing operational support to other projects within Managed Services including acting as Project lead as required and deputising when other Project Leads are out of the office.
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Responsibility for all aspects of project revenue and costs. Lead work ensuring required margins are delivered.
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Day to day responsibility for the management, coaching and development of individuals within the team.
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Support to the Business Development function, identifying new business opportunities and where required attending client meetings.
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Preparing new business Proposals with a full understanding of the clients’ requirements, how TCC can support and full costings as agreed with the Client Delivery Director.
Qualifications
Essential:
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Minimum QCF Level 4 in Regulated Financial Planning with Chartered Insurance Institute or equivalent
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Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
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Proven experience of Pension Transfers and Freedoms
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Experience working as an Operations Manager within a fast paced environment
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Management/Supervision of staff within a regulated environment
Desirable (or working towards):
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Advanced Diploma (level 6)
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Other technical areas e.g. Paraplanning/support
Key Skills:
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Ability to assimilate and analyse data quickly and accurately
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Ability to manage, coach and develop
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Able to answer technical queries
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Ensure that the workflow and targets are met in order to satisfy our clients
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Manging a portfolio of delivery projects
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Liaise with our clients and ensure the team is meeting the clients standards and expectations
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Excellent working knowledge of the Financial Planning Process
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Able to work within defined business processes
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Ability to achieve agreed outcomes without supervision
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Prioritise and plan own workload and that of the team
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Detailed and accurate
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Articulate
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Excellent inter personal skills, both written and verbal
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Ability to multi-task and prioritise effectively
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Good IT skills
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Excellent report writing skills
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