At a Glance
- Tasks: Lead integration activities and manage a dynamic team in a fast-paced environment.
- Company: Join AFH Wealth Management, a top independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and health perks.
- Other info: Great opportunities for professional development and fun social events.
- Why this job: Make a real impact while developing your career in financial services.
- Qualifications: Strong analytical skills and experience in team management required.
An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms. We are looking for a Financial Services Operations Team Manager who wishes to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity with hybrid working and in return, you will receive a competitive salary and range of benefits.
The purpose of the Team Manager is to lead the planning, coordination, and execution of post-acquisition integration activities, ensuring that strategic, operational, and financial objectives are achieved. This role blends cross-functional leadership, strong analytical capability, and people management. The manager oversees an integration team responsible for driving workstreams, analysing data, and ensuring seamless alignment across the business. The ideal candidate is a strategic thinker and hands-on operator who thrives in fast-moving environments.
As a Financial Services Operations Manager you will:
- Build comprehensive integration plans aligned with deal terms and organisational priorities.
- Undertake due diligence to assess integration complexity, data readiness, and identify potential risks.
- Lead, mentor, and develop an integration team responsible for workstream execution, data analysis, and project coordination.
- Guide the team in analysing client, financial and operational data to validate assumptions and support decision-making.
- Develop and manage end-to-end integration plans aligned with BAU operations processes.
- Translate complex data into workable data sets with clear insights and recommendations for executive leadership.
- Monitor progress against integration plans, proactively identifying risks and implementing mitigation strategies.
- Introduce data-driven methodologies to improve integration speed, quality, and predictability.
- Any other reasonable request made by a Director/Manager of the organisation.
What we are looking for in our Ideal Financial Services Operations Team Manager:
- Strong analytical skills with proficiency in tools such as Excel, Power BI, and other MS applications.
- Ability to analyse, cleanse and interpret complex data sets and communicate insights clearly.
- Proven experience managing and developing a team.
- Comfortable working in fast-paced, changing environments.
Benefits and Perks at AFH:
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
- 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.
- Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
Financial Services Operations Manager in Bromsgrove employer: AFH Financial Group.
AFH Financial Group is an exceptional employer that prioritises a client-first service approach, fostering a supportive and collaborative work culture in the vibrant town of Bishop's Stortford. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while working in a dynamic environment that values teamwork and innovation.
