AFH Wealth Management
Operations and Delivery Lead
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Location: Bromsgrove Head Office with hybrid working
Contract type: Permanent
Hours: Full-time
About the Role
This is an exciting opportunity to join our team at AFH Wealth Management.
AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long-term financial solutions to individuals, families, and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values, and client-centric approach.
We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity, and in return, you will receive a competitive salary and range of benefits.
Responsibilities
The purpose of this role is to work closely with the Group Operations Director to provide senior-level capacity, insight, and delivery support across priority operational matters. The role is designed for someone who can be deployed quickly into defined areas of work, establish the facts, understand the root causes of issues, develop practical recommendations, and then lead or support implementation through to completion.
As our Operations and Delivery Lead, you will typically:
- Undertake structured reviews of specific operational areas, processes, issues, or opportunities as directed by the Group Operations Director
- Gather, test, and analyze information from systems, documentation, stakeholder interviews, performance data, and operational observation
- Identify root causes, constraints, dependencies, risks, and opportunities for improvement
- Develop recommendations, implementation plans, and decision papers for senior review
- Lead or support implementation of agreed solutions, ensuring actions are owned, tracked, and delivered
- Produce simple delivery plans, action logs, status updates, and escalation points as required
- Ensure implemented changes are embedded, understood, and capable of being sustained by the relevant business area
- Provide flexible senior support on priority initiatives, operational pressures, remediation activity, or business improvement work
- Maintain a strong understanding of operational performance, service standards, risks, and improvement priorities
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Requirements
What we are looking for in our ideal Operations and Delivery Lead:
- Ability to diagnose operational issues, analyze information, and convert findings into action
- Understanding of operational controls, process improvement, risk management, and service delivery
- Financial services, wealth management, or regulated environment experience would be advantageous
- Strong analytical and problem-solving skills, with the ability to simplify complex issues
- Excellent written communication, including concise briefing notes, recommendations, and executive summaries
- Confident verbal communication and the ability to ask effective questions during fact-finding
- Strong planning, prioritization, and delivery discipline
- Commercial awareness and sound judgment when balancing risk, cost, service, and practicality
- Ability to build trust quickly with stakeholders at different levels of the organization
Perks & Benefits
Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
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Professional development - We are committed to helping you reach your potential by offering tailored learning and development programs to pursue your career goals.
Pension - We offer a contributory pension scheme with Royal London, as well as death-in-service benefit.
Loyalty Bonus Scheme - AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15, and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3-week holiday.
Social perks - To recognize and celebrate employees' great work, we are all invited to our annual Christmas and Summer parties.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favorite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
Salary sacrifice schemes - Various salary sacrifice schemes such as Electric Vehicle Scheme or Charity Giving.
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.
If you have any questions about this vacancy, please contact the People Resourcing Team on recruitment@afhgroup.com.
We look forward to hearing from you!
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