Operations Integrations Manager (Remote)


£30,000 - £35,000


BMC Accountancy and Finance are delighted to be working alongside an established organisation that operate across the UK, who are looking to recruit a Operations Integrations Manager on a permanent contract.


Monday – Friday 9.00am – 5.00pm

25 days holiday (rising with length of
service) plus Bank Holidays, Holiday Purchase
Scheme, Life Assurance, Pension and Corporate


  • Allocate tasks and assignments, monitoring performance of adoption
  • Manage internal relations
  • Implement procedural and policy changes to improve operational efficiency
  • Assess overall Operational performance against objectives and provide commentary where required
  • Deliver training and development to ensure that all financial planning client administration is carried out in accordance with the firm’s procedures
  • Deliver training and development to ensure that we maintain client records on company software and that the client and firm’s files are well presented, accurate and compliant
  • Assistance with maintaining the high performance of office staff by providing them with adequate coaching and guidance
  • Oversee training of new employees, completing inductions, Learning & Development and setting objectives
  • Due to the nature of the business, the role may also include additional tasks considered reasonable

Personal Competencies

  • Previous experience working in a Financial
  • Planning firm is essential
  • CII Level 3 Qualifications in Financial
  • Administration preferable
  • Experience of managing a team, providing guidance, coaching and monitoring performance
  • Platform experience and a strong working
  • knowledge of back office systems is essential. We use IO and Volume within our back office systems so knowledge in these areas would be preferred
  • Excellent planning, organisational and multitasking abilities are essential
  • Excellent communication skills at all levels
  • Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
  • Analytical and problem-solving skills
  • Flexibility/ adaptability to cope with change
  • Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint
  • A team player with a positive attitude


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