Head of Operations
Salary: £55,000 – £65,000+ DOELocation: Sheffield (preferred) | Leeds consideredHybrid Working Available
The Opportunity
An ambitious and rapidly growing financial planning business is seeking an experienced Head of Operations to play a key role in shaping the future of its advice proposition.
This is a unique opportunity to join a well established professional services firm at an exciting stage of growth. The business has a substantial existing client base and is investing heavily in the expansion of its financial planning division, with significant growth plans over the coming years.
You will be responsible for building and leading the operational infrastructure that supports a growing team of Financial Advisers, creating processes, improving efficiencies and developing a high-performing administration and paraplanning function.
This role offers genuine autonomy and the opportunity to leave a lasting impact on the future success of the business.
Key Responsibilities
- Build and develop the financial planning support function
- Design and implement operational processes and workflows
- Create scalable structures to support future growth
- Oversee administration and paraplanning operations
- Recruit, train and manage future support staff
- Drive operational efficiency and service improvements
- Work closely with advisers and senior leadership
- Support the ongoing development of the financial planning proposition
- Ensure excellent client servicing standards across the business
About You
We’re keen to speak with individuals who have:
- Strong experience within an IFA or Financial Planning environment
- Previous operational, practice management or administration leadership experience
- Experience managing administration and/or paraplanning teams
- A solid understanding of the financial advice process and client journey
- Strong organisational and project management skills
- The ability to build processes and teams from the ground up
- A proactive, commercially minded approach
Level 4 Diploma would be advantageous but is not essential.
Desirable Systems Experience
- Intelligent Office
- Dynamic Planner
- Defaqto
- FE Analytics
What’s on Offer?
- Salary of £55,000 – £65,000+
- Hybrid working
- Genuine autonomy and decision-making responsibility
- Opportunity to build a department from scratch
- Clear progression as the business continues to expand
- Exposure to senior leadership and strategic planning
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