Financial Divisions
Operations Manager
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Operations Manager - Wealth Management – Hybrid
Salary to £55k + Bonus + Excellent Benefits
Location: London (Hybrid – 2 days WFH)
I'm currently working with a highly successful, growing independent financial planning firm in London that is looking to appoint an experienced Operations Manager to oversee the day-to-day running of the business. This is a broad and varied role, ideal for someone who enjoys taking ownership, improving processes, leading people and ensuring the business operates efficiently while maintaining the highest regulatory standards.
The Role
- Oversee the day-to-day operations of the business
- Manage finance and operational processes, including payroll, reconciliations and management reporting
- Ensure the business remains compliant with FCA and regulatory requirements
- Work closely with external compliance and accounting partners
- Lead HR activities including recruitment, annual reviews and staff development
- Manage and improve operational systems, technology and business processes
- Coordinate board meetings, business planning and company administration
- Oversee third-party suppliers, IT and office operations
- Chair internal operational and governance meetings
- Produce management information (MI) to support business decisions
- Support business growth through operational improvements and strategic initiatives
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About You
- 5+ years' experience in an Operations Manager, Practice Manager or Senior Administration role within a regulated financial services business
- Strong understanding of FCA regulation and financial planning operations
- Experience managing and developing teams
- Highly organised with excellent attention to detail
- Comfortable working with operational systems and advanced Excel
- Professional qualifications such as the Level 4 Diploma, PRINCE2 or an accounting qualification would be advantageous but are not essential
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What's on Offer
- Salary to £55,000 (depending on experience)
- Very generous bonus scheme
- Hybrid working (2 days from home)
- Private Medical Insurance
- Travel Insurance
- Gym membership
- Excellent pension
- Generous holiday allowance
- A genuine opportunity to play a key role within an ambitious and growing wealth management business
If you're an experienced Operations Manager, Practice Manager or Wealth Management Administrator looking for your next challenge within a supportive and forward-thinking financial planning firm, this could be an excellent next step in your career.
If this opportunity is of interest, please send your CV to harry@financialdivisions.co.uk.
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