At a Glance
- Tasks: Oversee daily operations, support HR functions, and coordinate team activities.
- Company: Join Rhodes Wealth Management, a leading firm in financial planning and advisory services.
- Benefits: Enjoy a collaborative environment, work-life balance, and opportunities for leadership development.
- Why this job: Make a meaningful impact while supporting a client-focused mission in a respected firm.
- Qualifications: Experience in operations or office management, strong organisational skills, and proficiency in Microsoft Office.
- Other info: Full-time, office-based role with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Location: Brailsford
Company: Rhodes Wealth Management
Reports To: Hayley Burton – Managing Director
Job Type: Full-time. Office Based.
About Us
At Rhodes Wealth Management, we pride ourselves on delivering exceptional financial planning and advisory services tailored to each client’s unique goals. We combine deep industry knowledge with a client-first approach, helping individuals and families plan for the future with confidence. As we continue to grow, we’re looking for a proactive and highly organized Operations Manager to ensure the smooth functioning of our daily operations and support the backbone of our team.
Role Overview
The Operations Manager plays a critical role in overseeing and coordinating the firm’s operational, administrative, and HR support functions. This individual ensures that internal processes run efficiently, the team is supported, and leadership has the information and infrastructure needed to make informed decisions. You’ll be the key link between operational strategy and its day-to-day execution.
Key Responsibilities
Operational Oversight
- Manage the day-to-day operations of the office and remote functions.
- Track key client service metrics (KPI monitoring via Salesforce) taking remedial action as appropriate.
- Maintain diary management, meeting coordination, and communications support for leadership.
- Oversee back-office functions including case tracking and documentation.
- Support with Acquisition’s and the Operational integration.
Team & HR Support
- Lead onboarding and training logistics for new employees.
- Maintain employee records and assist with HR documentation.
- Approve and monitor, holidays, sickness, and medical appointments.
- Conduct Return-to-Work (RTW) meetings and manage team rota planning.
- Assist with recruitment processes and candidate interviews.
Leadership Support & Communication
- Prepare and lead weekly MMM (Monday Morning Meetings) and team updates.
- Coordinate team recognition efforts such as Employee of the Month.
- Organise leadership meetings, board sessions, and advisor events (including catering and logistics).
- MMM deck preparation and delivery
- 1:1s with senior leaders
- CSS team and POD Leader Meetings
- Client Interaction
Monthly
- Collate and report CSS KPI data
- Track and circulate employee performance and recognition data
Quarterly & Annually
- Schedule monthly, quarterly 1:1s and performance reviews
- Conduct annual Health & Safety and BCP (Business Continuity) checks
- Plan annual meeting schedules and update People Tracker
- Premises and contractual supplier contracts audit
Skills & Experience
- Previous experience in operations or office management, ideally within financial services or a professional environment
- Strong organisational, communication, and multitasking abilities
- High proficiency in Microsoft Office, CRM Management, and Digital documentation platforms
- Familiarity with HR support functions and discretion in handling sensitive information
- A team-oriented mindset with the ability to act independently and drive projects forward
Why Join Us?
- Work in a supportive, collaborative environment that values work-life balance and believes in changing people’s lives for the better.
- Be part of a respected and growing financial planning firm
- Influence how operational excellence supports our client-focused mission
- Opportunity to develop your leadership skills and make a meaningful impact
To Apply:
Please submit your CV and a brief cover letter to RWM@SJPP.CO.UK . We look forward to hearing from you.
To get in touch with us, please contact us via the phone number or email below.
See our latest news and updates on our LinkedIn profile below.
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Operations Manager More details employer: Rhodes Wealth Management Ltd
Contact Detail:
Rhodes Wealth Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager More details
✨Tip Number 1
Familiarise yourself with the financial services industry, especially in operations management. Understanding the specific challenges and trends in this sector will help you speak confidently about how you can contribute to Rhodes Wealth Management.
✨Tip Number 2
Network with current or former employees of Rhodes Wealth Management on platforms like LinkedIn. Engaging with them can provide insights into the company culture and operational expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss your experience with CRM systems, particularly Salesforce, as it's mentioned in the job description. Be ready to share specific examples of how you've used such tools to track metrics and improve operational efficiency.
✨Tip Number 4
Showcase your organisational and multitasking skills by preparing a brief case study or example of a project where you successfully managed multiple tasks or teams. This will demonstrate your capability to handle the responsibilities outlined in the job description.
We think you need these skills to ace Operations Manager More details
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operations or office management, particularly within financial services. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the responsibilities listed, such as your organisational abilities and experience with HR support functions.
Showcase Relevant Skills: Emphasise your proficiency in Microsoft Office, CRM Management, and digital documentation platforms. Provide examples of how you've used these tools to improve operational efficiency in previous roles.
Highlight Team Collaboration: Since the role requires a team-oriented mindset, include examples of how you've successfully collaborated with others in past positions. This could involve leading meetings, coordinating team efforts, or supporting colleagues in their tasks.
How to prepare for a job interview at Rhodes Wealth Management Ltd
✨Understand the Company Culture
Before your interview, take some time to research Rhodes Wealth Management. Familiarise yourself with their values and mission. This will help you align your answers with their culture and demonstrate that you're a good fit for the team.
✨Prepare for Operational Scenarios
As an Operations Manager, you'll need to showcase your problem-solving skills. Prepare for situational questions related to operational challenges. Think of examples from your past experience where you successfully managed similar situations.
✨Highlight Your Organisational Skills
Given the role's emphasis on organisation and multitasking, be ready to discuss how you manage your time and prioritise tasks. Share specific tools or methods you use to stay organised, especially in a fast-paced environment.
✨Showcase Your Team Leadership Experience
The role involves supporting and leading teams, so be prepared to talk about your leadership style. Provide examples of how you've successfully onboarded new employees or managed team dynamics in previous roles.