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Operations Director
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About Craven Street Wealth
Craven Street Wealth is an award-winning Chartered Financial Planning firm committed to delivering high-quality, independent financial advice to individuals, families, and businesses across the UK.
Established in 2021, the firm has grown rapidly through a combination of strategic acquisitions and organic expansion, now operating from six regional offices with a team of around 130 professionals, including 35 Financial Planners. Managing approximately £3 billion in client assets on behalf of over 4,000+ clients, Craven Street Wealth has built a strong reputation for exceptional client service, trusted advice, and long-term relationships.
As part of the Quanta Group, backed by AnaCap Financial Partners, the business continues to invest in its people, operations, and future growth while maintaining its commitment to independent advice, operational excellence, and outstanding client outcomes.
About the Role
As Operations Director, you will join Craven Street Wealth’s Executive Management Team and lead the continued evolution of our operations as we grow. Responsible for client service, paraplanning, and operational delivery, you will help shape and implement a scalable operating model that supports:
- Exceptional client outcomes
- Operational efficiency
- Robust governance
Working closely with the Managing Director, Compliance Director, and wider Executive Management Team, you will ensure the business is well-positioned for:
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- Future growth
- Regional expansion
- Integration opportunities
This is a strategic leadership role for someone who enjoys:
- Building high-performing teams
- Improving operational performance
- Strengthening governance
- Creating the infrastructure for sustainable growth
Your Top Three Responsibilities
- Lead and develop the operational, client service, and paraplanning functions to deliver outstanding outcomes for both colleagues and clients.
- Design, implement, and continuously improve our Target Operating Model, ensuring:
- An efficient and scalable business
- High performance across functions
- Ensure strong governance, regulatory alignment, and operational controls in line with:
- FCA expectations
- Consumer Duty requirements
Who You’ll Work With
You’ll collaborate with:
- The Managing Director
- The Compliance Director
- The wider Executive Management Team
- Leaders across:
- Client service
- Paraplanning
- Financial planning
- Business support
Who We’re Looking For
We’re seeking an experienced operational leader who:
- Is proactive and collaborative
- Comfortable leading through change
- Cares about doing things well
- Enjoys solving complex operational challenges
- Passionate about shaping the future of a business
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You’ll combine strategic thinking with hands-on leadership and foster an environment where people, processes, and performance thrive.
Requirements
We are looking for an experienced operational leader from an Independent Financial Adviser (IFA), financial planning, or wealth management background, with:
- Strong leadership, operational, and regulatory experience
- A Level 4 Diploma (relevant to finance/operations)
- Proven experience leading operations across both client service and paraplanning teams
- Commercial awareness balancing:
- Client experience
- Operational efficiency
- Business performance
Key Skills & Experience
- Understanding of operational strategy, governance, and business improvement
- Experience developing scalable operational models to support growth
- Strong people leadership, coaching, and communication skills
- Experience leading:
- Operational change
- Technology implementation
- Process improvement initiatives
Benefits
We support ongoing professional and leadership development through:
- Executive exposure
- Strategic project involvement
- Mentoring opportunities
- Experience-broadening initiatives across:
- Craven Street Wealth
- The wider Quanta Group (hybrid/FULL TIME role)
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