At a Glance
- Tasks: Lead operations, client service, and paraplanning to enhance performance and client outcomes.
- Company: Join an award-winning Chartered Financial Planning firm with a strong reputation.
- Benefits: Full-time hybrid role with opportunities for professional development and leadership exposure.
- Other info: Collaborative environment focused on continuous improvement and strategic growth.
- Why this job: Shape the future of a growing firm while leading high-performing teams.
- Qualifications: Experience in operational leadership within financial planning or wealth management required.
The predicted salary is between 65000 - 75000 £ per year.
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 strategic acquisitions and organic expansion, now operating from six regional offices with a team of around 130 professionals, including about 35 Financial Planners. Managing approximately £3 billion in client assets on behalf of more than 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, and robust governance. Working closely with the Managing Director, Compliance Director, and wider Executive Management Team, you will play a key role in ensuring the business is well positioned for future growth, regional expansion, and integration opportunities, whilst maintaining the high standards expected of an award-winning Chartered Financial Planning firm. This is a strategic leadership role for someone who enjoys building high-performing teams, improving operational performance, strengthening governance, and creating the infrastructure required to support sustainable growth.
Responsibilities
- Lead and develop the operational, client service, and paraplanning functions to deliver outstanding colleague and client outcomes.
- Design, implement, and continuously improve our Target Operating Model, creating an efficient, scalable, and high-performing business.
- Ensure strong governance, regulatory alignment, and operational controls in line with FCA expectations and Consumer Duty.
Who You’ll Work With
You’ll work closely with the Managing Director, Compliance Director, and the wider Executive Management Team, alongside leaders across client service, paraplanning, financial planning, and business support functions.
Who We’re Looking For
We’re looking for someone who is proactive, collaborative, and comfortable leading through change. You’ll care about doing things well, enjoy solving complex operational challenges, and be motivated by the opportunity to shape the future of the business. You’ll combine strategic thinking with hands-on operational leadership and be passionate about creating an environment where people, processes, and performance can thrive.
Requirements
We are seeking an experienced operational leader from an IFA, financial planning or wealth management background, with strong leadership, operational and regulatory experience. Level 4 Diploma required.
Skills & Experience
- Proven experience leading operational functions across client service and/or paraplanning teams.
- Strong understanding of operational strategy, governance, and business improvement.
- Experience developing scalable operational models to support business growth.
- Strong people leadership, coaching, and communication skills.
- Experience leading operational change, technology implementation, and process improvement initiatives.
- Commercial awareness with the ability to balance client experience, operational efficiency, and business performance.
We support ongoing professional and leadership development through executive exposure, strategic project involvement, mentoring and opportunities to broaden experience across Craven Street Wealth and the wider Quanta Group.
FULL TIME / HYBRID ROLE
Operations Director in Canterbury employer: Business and Operations Management Network
Craven Street Wealth is an exceptional employer that prioritises the growth and development of its employees while fostering a collaborative and innovative work culture. As part of a rapidly expanding Chartered Financial Planning firm, you will have access to ongoing professional development opportunities, strategic project involvement, and the chance to shape the future of operations in a supportive environment. With a commitment to operational excellence and outstanding client outcomes, Craven Street Wealth offers a rewarding career path for those looking to make a meaningful impact in the financial services sector.
Contact Details:
Business and Operations Management Network Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Operations Director in Canterbury
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