Project People
Head of Finance Operations (Financial Services)
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Head of Finance Operations - Financial Services
Perm
Carlisle, England | Hybrid
You must be eligible to work in the UK without the need for Sponsorship
About the Role
Lead Finance Operations at one of the UK's award-winning specialist pension providers. Project People is delighted to be partnering with InvestAcc Pension Administration, a market-leading, award-winning provider of SIPP (Self-Invested Personal Pensions) and SSAS (Small Self-Administered Schemes), trusted by authorised financial advisers across the UK.
Due to continued growth, InvestAcc is looking to appoint a Head of Finance Operations from the Financial Services sector to lead a critical function responsible for delivering robust financial controls, operational excellence and outstanding customer outcomes.
This is an exceptional opportunity for an experienced finance operations leader to shape and evolve a high-performing operational finance function within a regulated financial services environment.
The Opportunity
Reporting to the Operations Director, you will provide strategic leadership across the SIPP Accounts, Property Accounts and Pension Scheme Finance teams, ensuring operational resilience, strong governance and scalable processes that support InvestAcc's continued growth.
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Working closely with Operations, Risk & Compliance, Corporate Finance, Change & IT, you'll play a pivotal role in driving operational improvements, strengthening financial controls and enhancing customer experience.
Key Responsibilities
- Lead and develop multiple Finance Operations teams
- Drive operational excellence, efficiency and continuous improvement
- Own the operational finance control framework
- Ensure robust governance across payments, reconciliations, payroll and client money activities
- Deliver meaningful management information and operational reporting
- Lead automation and process improvement initiatives
- Manage operational risk, audit actions and control effectiveness
- Support the delivery of InvestAcc's long-term operational strategy
What We're Looking For
We're keen to speak with candidates who have:
- Significant experience leading Finance Operations, Financial Control or Operational Accounting functions within a regulated financial services environment
- Strong knowledge of financial controls, reconciliations, banking operations and operational risk
- Experience managing large operational teams and developing future leaders
- A proven track record of driving process improvements and operational transformation
- Excellent stakeholder management skills with the ability to influence at senior level
- Experience using management information to improve operational performance
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Desirable Experience
- ACA, ACCA or CIMA qualification (or equivalent operational finance experience)
- SIPP, SSAS or wider pensions industry experience
- Knowledge of CASS and Client Money regulations
- Understanding of pension legislation and regulatory requirements
Why InvestAcc?
InvestAcc has built an outstanding reputation within the pensions industry through its specialist expertise, customer-first approach and commitment to excellence.
This role offers the opportunity to:
- Join an award-winning financial services organisation
- Lead a business-critical function with genuine strategic influence
- Shape future operational processes and automation
- Develop high-performing teams
- Make a tangible impact within a growing, highly respected business
If you're an experienced Finance Operations leader looking to take on a strategic leadership role within a respected and growing financial services business, we'd love to hear from you.
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