Operations Manager (Christchurch Central, Canterbury) - WISEplanning

WISEplanning is a unique Financial Advice Provider specialising in Investment Advice, Financial Planning, and Mindset Alignment. We are independent and well-established with loyal clients both throughout NZ and Internationally.

Wednesday, April 24th 2024, 9:31AM

WISEplanning is passionate about people and is on a mission to reduce the financial literacy gap in New Zealand – one family at a time. Visit our website at wiseplanning.co.nz to find out more about us.

This role is full time (Monday to Friday) at a Central City location.

We are after an exceptional person who is either aspirational and willing to make the role their own or someone with existing Leadership experience. This is an exciting career opportunity for an experienced, confident, and enthusiastic Operations Manager to lead our close-knit team.

Do you want to be part of leading the growth of WISEplanning and transforming Financial Advice across New Zealand? Then we want to hear from you!

Qualifications & Experience

Experience working within the Financial Services or similar type of industry (4+ years).
Experience managing and nurturing a team.
Strong analytical and process management skills, with the ability to identify and implement areas that will improve productivity, accuracy and good customer outcomes.
Effective time management and prioritising skills, in order to adhere to tight deadlines.
The ability to be process focused & demonstrate natural initiative.

Key Responsibilities

Provide outstanding Leadership to a growing team of 5+.
As Compliance Officer implement and manage WISEplanning’s compliance program.
Ensure the company is delivering good client outcomes consistently.
Develop a good understanding of all the products and be able to communicate confidently with internal stakeholders, regulators and industry bodies.
Develop & review company policies & procedures.

We will be interviewing suitable candidates as they apply, so don’t delay, apply today! [CLICK HERE]

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