At a Glance
- Tasks: Oversee daily operations, manage finance processes, and lead HR activities.
- Company: A growing independent financial planning firm in London with a supportive culture.
- Benefits: Salary up to £55k, hybrid work, private medical insurance, and travel insurance.
- Other info: Opportunity for career growth in a forward-thinking environment.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 5+ years in operations, strong FCA knowledge, and team management experience.
The predicted salary is between 40500 - 49500 £ per year.
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
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
What's on Offer
- Salary to £55,000 (depending on experience)
- Hybrid working (2 days from home)
- Private Medical Insurance
- Travel Insurance
- 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.
Operations Manager employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operations Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
