At a Glance
- Tasks: Lead operations and enhance efficiency in a respected financial planning firm.
- Company: Award-winning independent financial planning firm focused on sustainable growth.
- Benefits: Autonomy, investment in technology, and a culture of integrity.
- Other info: Opportunity to create a supportive environment for advisers to excel.
- Why this job: Shape the future of a business while prioritising quality and client outcomes.
- Qualifications: Leadership experience in financial planning and a strong grasp of regulations.
The predicted salary is between 48750 - 50750 £ per year.
- Managing Director / Operations Director
- Lead the Future of an Award-Winning Independent Financial Planning Firm
This isn't a sales leadership role.
It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily in technology, AI and long-term sustainable growth-without ever compromising its values.
The Opportunity
You'll work alongside the Founder to build a calmer, smarter and more efficient business where advisers spend less time on administration and more time with clients.
You'll lead across
- Operations
- Advice
- Compliance
- Client Service
- Technology
- People
Driving consistency, improving systems and ensuring the business continues to grow without sacrificing quality.
What You'll Bring
Leadership experience within an Independent Financial Planning environment.
A strong understanding of regulation, governance and operational excellence.
The ability to improve processes, develop people and embrace technology.
Humility, commercial awareness and excellent judgement.
Independent Financial Adviser experience would be advantageous but isn't essential.
Why This Role?
- Genuine autonomy to shape the future of the business.
- Significant investment in AI, NINGI and cutting-edge technology.
- A culture built around integrity, professionalism and long-term client outcomes.
- The opportunity to create an environment where advisers can do the best work of their careers.
This role is about building a better business - not simply a bigger one.
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Managing Director/Operations Director employer: Focus Search and Selection
Join a highly respected wealth management firm in Sheffield, where your career can truly flourish. With a strong commitment to employee development and a collaborative work culture, this company offers clear pathways for progression, competitive salaries, and a supportive team that values your contributions. Experience the benefits of working in a modern environment that prioritises professional growth and fosters a sense of community among its staff.
Contact Details:
Focus Search and Selection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Managing Director/Operations Director
✨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 Focus Search and Selection. 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 Managing Director/Operations Director
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 Focus Search and Selection.
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 Focus Search and Selection'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 Focus Search and Selection
✨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 Focus Search and Selection.
✨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 Focus Search and Selection 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 Focus Search and Selection 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.
