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Operations Manager – Financial Services Division – No Preference

Operations Manager – Financial Services Division

This role can bve based in any of our clients offices: Dublin, Laois or Tipperary. 

One of the largest insurance brokers in Ireland are looking for an Operations Manager (Financial Services Division) to join their team.


  • Work to implement proactive sales campaigns
  • Develop and implement a process improvement plan
  • Provide full administration and sales support to a team of Financial Advisors with a strong focus on new business identification, existing business retention and emphasis on quality service
  • Lead the team to deliver a high standard of service, administration and compliance to support the Sales Advisors
  • Identifying risk and/or opportunities to improve individual practices across the division
  • Manage the performance, controls, compliance, reviews, training and development of the Financial Services Administration team
  • Work closely with sales manager to ensure a great relationship between advisor & sales support team
  • Practise and reinforce use of best practice to ensure we build a consistent Campion way of doing business
  • Dealing with the CRM system & provider to ensure that system is maintained and maximised
  • Liaison with life companies, Broker Consultants and Broker Services
  • Keep up to date with Insurer offers and update central database
  • Provide support to Head of Financial Services


  • Proven record of accomplishment of excellent communication and relationship management
  • Previous experience of leading and motivating a team
  • QFA qualified, maintaining CPD requirements and prepared to engage in further professional development
  • Strong technical knowledge of financial products structures and processes an advantage
  • Project Management and/or Lean Six Sigma qualification desirable
  • Knowledge of Wealthtrack CRM system an advantage
  • To be goal oriented and ready to take personal responsibility for supporting team members in the Financial Services department
  • A high level of knowledge of standard business systems and processes including the use of Microsoft Office products

For additional information and a confidential discussion on this and similar opportunities contact: Gemma Butler on 056-7786631 or email gemma@optimizerecruitment.ie

All applications will be dealt with in the strictest confidence and your CV will never be released without your prior approval.

Job Ref Number: 22055


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