Operations Manager

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

• 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

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