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Operations Manager (Financial Services)

Fusion Consulting Group Limited
United Kingdom
35000.00 - 45000.00 GBP Annual + life assurance, private medical cove
Closing date
12 Apr 2024

View more

Finance / Banking / Insurance
Contract Type
Full Time
Job Function


Operations Manager (Financial Services)

Due to extensive growth, Fusion Consulting Group are looking to recruit an experienced Operations Manager to provide general support to the expanding financial division of the group.

The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Recruitment. Our mission is to disrupt the disjointed Professional Services space.

This role will be based out of our head office in North London, Finchley.

Job Description

Reporting directly to the Directors, you will be required to assist and oversee the lead consultant and other advisers.

This is an excellent opportunity for someone with previous IFA experience to join a supportive and collaborative team where their training and future development will be made a priority.


  • Managing all Back Office operations of the financial services division
  • Adding new client data onto our system
  • Sending Letters of Authority (LOA) and regularly following up with the providers
  • Processing new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic
  • Liaising with clients and providers where appropriate
  • Processing fund switches and withdrawals
  • Booking in client calls, fact find meetings and sending relevant documents
  • Adding and updating new business and fees onto back-office system
  • Dealing with telephone and postal queries
  • Producing client valuations
  • Scanning documents onto back-office system when required
  • Dealing with internal reporting on prospects, clients, status and fees
  • Working with the finance team on commission income reconciliation
  • Supporting colleagues with general miscellaneous admin
  • Assisting with any other duties as required by the Head of Financial Services

Person Specification

  • At least four years exposure working for an IFA
  • Experience in using Intelligent Office is essential
  • Excellent customer service and administration skills
  • Comfortable and credible when speaking with Clients and Providers over the phone
  • Must be a team player who is able to manage their own workload
  • Familiar working to tight deadlines

What we Offer

  • Basic Salary of up to 45,000 per annum depending on experience
  • An additional day off for your Birthday every year
  • Excellent training and development opportunities
  • Private medical insurance
  • Group life insurance
  • FusionPoints bonus scheme
  • Pension Contribution
  • Christmas and Summer parties
  • Quarterly get together and team building
  • Small milestone gifts

Job Type: Full-time, Mon-Fri 9am to 5pm

Job Location:

North London, Finchley N3

About Fusion Consulting Group:

Fusion is a multi-discipline consulting practice assisting entrepreneurial businesses and private clients by delivering an end to end solution throughout their business journey.

Fusion crafts client solutions using its in-house team of highly skilled consultants with a diverse range of expertise within International Taxation, Company Accounting, Digital Marketing, IT Strategy, Business Advisory, Legal Services and Financial services ensuring a joined up approach and seamless client experience.

Our head office is in North London.

Equal Opportunities

Fusion Consulting Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status

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