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About the Role

This is a newly created role with the opportunity to shape the future of the PICOP function. As the senior operational leader, you will be responsible for driving operational excellence, ensuring service quality, building team capability and creating a culture of accountability and continuous improvement across multiple locations.

Responsibilities

Lead the operational delivery of the PICOP function, ensuring a high-quality and efficient service for advisers and clients.
Establish clear governance, service standards and processes to support consistent delivery and strong outcomes.
Monitor performance, manage capacity and oversee operational risk to ensure the function operates effectively.
Build strong relationships with advisers and stakeholders to enhance the overall client and adviser experience.
Lead, develop and coach managers and teams, fostering a culture of collaboration, accountability and continuous improvement.
Drive operational change and process improvements to support the ongoing growth and success of the function.
Ensure operational resilience through effective resource planning, knowledge sharing and team development.

Requirements

Significant operational leadership experience within wealth management, financial planning or a regulated financial services environment.
Proven experience leading and developing operational, administration or paraplanning teams.
Strong understanding of service delivery, performance management and resource planning.
Experience using data and MI to drive decision-making and continuous improvement.
Proven ability to lead change and implement new ways of working.
Excellent stakeholder management skills, working effectively across teams and locations.
Strong commercial awareness, with a focus on service quality, risk management and client outcomes.
Ability to thrive in a fast-paced environment while building positive relationships with colleagues and stakeholders.

Location

Bury
London

Work Type

Full-time

Salary/Compensations

Competitive salary with the opportunity to earn an annual bonus

Benefits

25 days annual leave (increases to 30 days with service) plus Bank Holidays
Contributory pension scheme
Life assurance – 4 x annual salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Paid volunteering days each year
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities

About the Company

Chase de Vere is a national, award-winning independent financial advice firm established in 1969.
We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.
Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.
At Chase de Vere, we value excellence, integrity, and personal growth.
Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised.
If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere.
Together, we help clients achieve financial security and peace of mind for the future.