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Job Description
ABOUT THE JOB
This is not a traditional operations role. You sit at the centre of DDRE Globalβs advisor operations, supporting 30+ advisors to run their businesses with clarity, pace and independence.
Your role is to understand how the business works, how each advisor operates, and where they need guidance, process, data, tools or signposting. You keep information flowing between advisors, operations, marketing, technology, compliance and leadership.
Rather than completing every task for advisors, you help build the systems, guidance and habits that make them self-sufficient. You will be a CRM and workflow expert, a trusted point of contact for day-to-day operational questions, and a sharp observer of what is slowing people down.
You use technology, AI and clear process design to increase advisor capacity, improve the quality of support and remove repeated manual work. You spot patterns, brief the technology team w...