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- Tasks: Oversee daily operations, manage staff onboarding, and ensure compliance standards.
- Company: A reputable financial planning firm known for its client-focused advice.
- Benefits: Salary up to £57,000, quarterly bonus, hybrid working, and excellent benefits.
- Other info: Opportunity for career development in a supportive environment.
- Why this job: Join a collaborative team and play a key role in business growth.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 57000 - 57000 £ per year.
A well-established, Chartered independent financial planning firm in London is looking to appoint an Operations Manager to support the ongoing growth and smooth running of the business. This is a fantastic opportunity for someone already operating in a financial services environment who’s looking to step into a broader, more strategic role — or for a senior paraplanner keen to move into an Operations Manager role within a highly regarded firm.
This boutique practice has built a strong reputation for delivering high-quality, client-focused advice. They pride themselves on a collaborative, professional culture and a genuine commitment to developing their people. With continued growth, they are now seeking someone to take ownership of day-to-day operations and play a key role in supporting both advisers and the wider team.
As an Operations Manager, you’ll be working closely with senior stakeholders across the business. You’ll be responsible for ensuring the firm runs efficiently, supporting staff, maintaining compliance standards, and improving internal processes. The role would suit someone who enjoys structure, takes pride in organisation, and is confident bringing people, processes, and systems together.
Key Responsibilities- Oversee the day-to-day running of the business, including leading back-office operations, managing staff onboarding, recruitment, and supporting payroll and pension processes.
- Coordinate governance activities such as board and investment committee meetings, while producing MI and KPI reporting for advisers.
- Take ownership of compliance oversight, working with external consultants, maintaining documentation, supporting audits, and ensuring FCA, AML, and CPD requirements are met.
- Manage financial administration including fee reconciliation, income monitoring, and introducer payments.
- Act as a central point of contact for client and provider queries, while overseeing general office operations, systems, and internal processes.
- Previous experience within financial services is essential.
- Degree educated or holding relevant industry qualifications.
- Strong attention to detail with excellent written communication skills.
- Advanced knowledge of Word and Excel, with the ability to pick up new systems quickly.
- Highly organised with strong time management skills.
- Proactive, positive approach with a willingness to take ownership.
- Level 4 Diploma (or working towards) would be advantageous.
- Salary to £57,000.
- Quarterly Bonus.
- Hybrid working.
- Pension scheme.
- Excellent benefits package.
This is a fantastic opportunity, and ideal for an Operations Manager who enjoys being at the centre of a business — balancing people, process, and operational oversight within a high-quality financial planning environment.
If this role is of interest, please send your CV to harry@financialdivisions.co.uk.
Operations Manager employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an Operations Manager role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company thoroughly. Understand their values, culture, and recent developments. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your answers to common interview questions, especially those related to operations management and compliance. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your achievements.
✨Tip Number 4
Don’t forget to follow up after your interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Operations Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Operations Manager role. Highlight your financial services background and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've improved processes or supported teams in previous positions.
Showcase Your Attention to Detail: As an Operations Manager, attention to detail is key. Ensure your application is free from typos and errors. A polished application shows us you take pride in your work!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of the financial services industry. Understand the key regulations, compliance standards, and operational processes that are relevant to the role. This will show that you're not just a good fit for the position but also genuinely interested in the field.
✨Showcase Your Organisational Skills
As an Operations Manager, organisation is key. Prepare examples from your past experience where you've successfully managed multiple tasks or projects. Highlight how you’ve improved processes or led teams effectively, as this will demonstrate your ability to take ownership of day-to-day operations.
✨Engage with Stakeholders
Since you'll be working closely with senior stakeholders, practice how you can communicate effectively with them. Think about how you can convey complex information clearly and concisely. Be ready to discuss how you’ve collaborated with different teams in the past to achieve common goals.
✨Prepare Questions About the Company Culture
This firm prides itself on a collaborative culture, so come prepared with questions that show your interest in their values and team dynamics. Ask about how they support staff development or how they maintain their high-quality client-focused advice. This will help you gauge if it’s the right fit for you too!