Operations Manager - FINEX
Operations Manager - FINEX
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
A fantastic opportunity has arisen for an operations Manager to join our FINEX business unit. You will be required to deliver technical and operational excellence to the Practice teams ensuring that all outcomes support the overall strategic objectives of the business unit and effective efficient proactive and embedded operational excellence.
The Role :
Operations:
Contribute to defining documentation that is accurate and CEM compliant and managing template requirements
Responsible for collating current data on all tax issues relevant to the business disseminating this to the BU training staff and updating as necessary
Work with Central Facilities Team to coordinate use/renewal/training/recording of Facilities as required
Brief all Technical issues; agree Terms of Reference; provide Technical news updates for internal distribution
Coordinate and brief on all Market Security and Solvency issues
Work with Client Advocates and Placement Specialists to ensure that Client needs are being met and that any technical issues are actioned / resolved speedily
Ensure that applicable Practices are operating to Group Global and/or prescribed standardised policies procedures and service standards
Ensure all relevant staff are appropriately trained on the relevant systems procedures and policies
Develop training materials and conduct training where required
Liaise with all relevant internal operational executives and groups who provide support on and accountability for operational efficiency accuracy and excellence e.g. CD Liaison BPG
Support and liaise with the A&S function to facilitate the achievement of annual A&S targets and in any required liaison with relevant clients on credit control matters
Ensure that any data or IT systems related strategy or work is channelled through the appropriate governance bodies (such as GB Tech IT etc. to ensure robustness of process controls software requirements and data integrity
Nurture and maintain a culture of continuous process improvement and operational excellence
Foster and maintain collaborative and professional relationships with colleagues across all locations including Mumbai
Deliver training as required to Placement Operation Specialists and provide feedback on corrective action to improve performance
Assist with the resolution of complex queries
Developing and maintaining operational excellence through the proactive use and management of reporting metrics
Support the overall operational governance and decision making process for LoB
Build and manage relationships within peer group both internally and externally
Work with internal and external sources to identify opportunities to share and exchange best practice
Any other duties commensurate with position or level of responsibility
Maintain relevant experience and qualifications required for the role
Support the Operations Director and Technical Director in ensuring the applicable Practices have appropriate resource knowledge and controls to ensure an embedded first line of defence is in effect
Assist in the training of all relevant compliance policies and procedures and ensure that the refresher training is provided or attended or completed online
Maintain a proactive relationship with the BU Compliance Officers and with Group Compliance
Monitor and manage Business Unit controls such as 2nd pair of eyes selfassessment file reviews control risks selfassessment forms etc.
Cooperate with Internal Audit and exemplify a culture that is open to the value derived from reviewing work for control and efficiency improvement
Conduct Risk Responsibilities:
Responsible for regulatory issues relating to the business of the BU disseminating the information ensuring all members of the BU are aware of these and have been suitably trained (with regular updates)
To identify and confirm that all colleagues in the applicable Practices are adequately trained and competent to enable them to be successful in putting the interests of clients and the integrity of the market at the heart of the way they do business.
Contributes to by promoting operational efficiencies and technical excellence
Strategy:
Support the LOB Leader and executive teams in the delivery of Business Unit strategic plans
Growth:
Support the development of business opportunities through the provision of excellent operational services
Enhance the reputation of the Business Unit as a center of operational excellence both internally and externally
Deliver complete and accurate system data in order to benefit from accurate client data and revenue analysis
Financial:
Actively seek to improve margins through promoting and achieving operational quality and efficiency
Ensure the applicable Practices comply with the Groups revenue recognition policies
Qualifications
- Preferably educated to degree level and preferably with professional qualifications of ACII or similar
- Accreditation in Lean or other process improvement methodologies desirable
- Significant experience in insurance broking sector
- Proven track record of delivering excellent levels of client service through an operational function
- Understanding and experience of working in partnership with other support functions e.g. Sales HR Finance Risk Compliance Legal
- Experience of working in a high pressure and results oriented environment with capacity to deal with and endorse change
- Experience of successfully implementing initiatives to drive operational excellence
- Operational experience which encompasses knowledge of managing diverse logistical functions
- Good working knowledge of FCA regulations
Equal Opportunity Employer
At WTW we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organization. We embrace all types of diversity. At WTW we trust you to know your work and the people tools and environment you need to be successful. The majority of our colleagues work in a hybrid style with a mix of remote inperson and inoffice interactions dependent on the needs of the team role and clients. Our flexibility is rooted in trust and hybrid is not a onesizefitsall solution.
Required Experience:
Manager
Employment Type
Full-Time
