We’re working with a highly successful, fully independent financial planning firm to recruit an Operations Manager. Our client is a respected name in the market, offering holistic services to a growing portfolio of clients. The business has grown organically over the last 12-18 months and they’re looking to continue that growth into the future.
They’re now looking for an Operations Manager to be the right hand to the Managing Director. It’s a genuine second-in-command role with a direct say in where the business goes next.
The role
You’ll be the bridge between the MD’s vision and day-to-day delivery, making sure people, projects, systems and processes all pull in the same direction. You’ll be:
- Turning the Business Plan into clear priorities and measurable delivery
- Leading and developing the team, including planners, paraplanners, compliance and admin
- Driving process improvement and leading change, technology and AI projects
- Overseeing budgets, forecasts and management information
- Managing day-to-day FCA and ICO compliance alongside external specialists
What you’ll bring
- At least 2 years’ experience in business or operations management
- At least 2 years’ team leadership and project management experience
- Broad HR knowledge and strong organisational, analytical and communication skills
- A genuine interest in technology and continuous improvement, and a practical commitment to sustainability
- Desirable: financial services experience, financial or compliance knowledge, and Advanced Excel, Power Automate or Power BI
What’s on offer
- £55,000 – £60,000 depending on experience
- Hybrid working, flexible hours and the option to work longer days over fewer days
- 5% employer pension, death in service and Vitality health cover
- Christmas shutdown, paid volunteering and study support
- On-site car parking
- A tight-knit, collaborative team that prioritises wellbeing and balance
If you want to lead a team, influence change and play a key part in the next stage of a successful business, we’d love to hear from you.
We’re working with a highly successful, fully independent financial planning firm to recruit an Operations Manager. Our client is a respected name in the market, offering holistic services to a growing portfolio of clients. The business has grown organically over the last 12-18 months and they’re looking to continue that growth into the future.
They’re now looking for an Operations Manager to be the right hand to the Managing Director. It’s a genuine second-in-command role with a direct say in where the business goes next.
The role
You’ll be the bridge between the MD’s vision and day-to-day delivery, making sure people, projects, systems and processes all pull in the same direction. You’ll be:
- Turning the Business Plan into clear priorities and measurable delivery
- Leading and developing the team, including planners, paraplanners, compliance and admin
- Driving process improvement and leading change, technology and AI projects
- Overseeing budgets, forecasts and management information
- Managing day-to-day FCA and ICO compliance alongside external specialists
What you’ll bring
- At least 2 years’ experience in business or operations management
- At least 2 years’ team leadership and project management experience
- Broad HR knowledge and strong organisational, analytical and communication skills
- A genuine interest in technology and continuous improvement, and a practical commitment to sustainability
- Desirable: financial services experience, financial or compliance knowledge, and Advanced Excel, Power Automate or Power BI
What’s on offer
- £55,000 – £60,000 depending on experience
- Hybrid working, flexible hours and the option to work longer days over fewer days
- 5% employer pension, death in service and Vitality health cover
- Christmas shutdown, paid volunteering and study support
- On-site car parking
- A tight-knit, collaborative team that prioritises wellbeing and balance
If you want to lead a team, influence change and play a key part in the next stage of a successful business, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
