

Ambitious Operations Manager with more than 8 years of management experience in Financial Services industry. Applies strong analytical and critical thinking skills to solve complex operational problems.
Dedicated and organised Operations Manager and effective leader with over [Number] years of experience using proven planning and support initiatives to cut costs, streamline operations and increase productivity. Decisive and resourceful team builder versed in sales, management and process improvement. Possess in-depth industry trend knowledge and shifts to offer valuable insights on opportunities for new growth and business expansion. Effective and loyal cross-functional communicator and problem solver seeking to leverage background into operations or property management role with growing organisation.
Liaised with third parties to retrieve client information to conduct research products available to clients.
Conducting appointments with clients to sell the equity release products and the benefits whilst exploring other options available to to ensure the best customer outcome was achieved.
Managing a pipeline of clients to ensuring they all had appointments and knew what options were available to them.
Diary management for financial advisers.
Producing MI and reports for senior and executive management.
Available on request