Job Requirements
Title Operations Director (Financial Services)
Role RecruitGibraltar are currently helping our client one of the best known and highly regarded companies within the financial services industry to find a Operations Director (Financial Services) in relation to companies and trusts, effectively managing the diverse needs of private clients.

Demonstrate excellent organisational skills, good technical knowledge, and the ability to lead the Gibraltar teams by influencing, directing, encouraging, and supporting them. Proven ability to coach, provide training and mentoring where identified whilst exhibiting excellent communication skills and being adaptable to varying demands and workloads. The jobholder will be required to set the necessary standards, dedication, and motivation to direct the team on a successful trajectory.

Acting as an approved regulated individual, the jobholder will also need to build and sustain relationships across the Pensions Group of companies and also gain the confidence of senior stakeholders. To deliver this role, the jobholder must develop and implement strategic plans to increase efficiency, reduce risk, and ensure appropriate procedures and controls are in place to meet with regulatory guidelines.

Key Responsibilities:

 Acting as the escalation point for complex customer queries or complaints
 Achieve operational service delivery excellence in accordance with legislation, policy conditions, business rules and procedures, and within the legislative / regulatory framework
 Understand client requirements and make every effort to ensure the contracted performance targets and quality standards are met
 Ensure the creation and maintenance of consistent and accurate scheme records via the appropriate systems
 To ensure adherence to 4-eye checking principles on all calculations and processes as required and completion of all tasks using best practice
 Where appropriate intervene on complaints at the earliest opportunity with a positive attitude, addressing the true root cause and implementing effective corrective action in order to prevent re-occurrence
 Regularly review the effectiveness and efficiency of existing systems and controls and implement enhancements to service delivery, improve processes, and reduce potential complaints and business risks
 Responsible for the development of an appropriate, risk-based, compliance framework
 Define, develop, and implement strategy to ensure the business achieves its objectives and financial targets
 Responsible for all pension operational activities to include, product, technical, compliance, and risk.
 Pension risk management
 Ensure robust governance is embedded within pensions and supporting teams to meet with required regulations
 Ensuring compliance with FSC rules and regulations, Data Protection Act, HRMC requirements for international pension schemes, and Money Laundering Regulations
 Working with the business to deliver excellent customer outcomes


 Carrying out employee reviews
 Completing and monitoring employee attendance records
 Carrying out return to work interviews
 Review and evaluate work audits, management information, and agree outcomes following root cause analysis on successes, gaps, and control failures
 Identify training and performance issues and ensure delivery against personal development plans
 Carry out performance management in accordance with company requirements
 Ensure that staff are well trained in systems of work and understand company processes and procedures
 Mentoring team members and coaching required training needs to ensure staff achieve their full potential
 In conjunction with your Line Manager, maintain an individual personal development plan to enhance existing skills and knowledge and improve others where required


 5 years experience working in a financial services environment within a pensions or advisory team:
 Analysing and interpreting key information as part of operational compliance and risk-based projects/tasks
 Identifying and recommending appropriate solutions to meet business requirements
 Delivery of good customer outcomes
 Driving change and operational excellence
 Leading cross functional teams
 Excellent project management and time management
 A good business sense with a strong understanding of business finances and commercial metrics
 Business related degree (minimum 2nd class) or equivalent professional qualification
 Minimum of Level 4 CII qualification or equivalent
 Familiar with main office productivity software including experience in using database systems
 Tax Office (or HMRC) pensions requirements
 Regulatory compliance procedures
 Data Protection Act requirements
 Anti-Money Laundering requirements
 Financial Crime requirements

Salary circa 70k plus package
Job Industry Banking and Financial
Location Gibraltar
Job Status Active
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