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- Tasks: Oversee daily operations and support growth in a financial planning firm.
- Company: Medium-sized financial planning firm with an established client base.
- Benefits: Competitive salary, career development, and a dynamic work environment.
- Other info: Focus on compliance, team development, and continuous improvement.
- Why this job: Lead operational strategies and make a real impact on business growth.
- Qualifications: Experience in operational leadership within financial planning or wealth management.
The predicted salary is between 70000 - 90000 £ per year.
Fram is working with a medium-sized financial planning firm that is looking to engage an Operations Director to oversee its day-to-day operations and support the next phase of growth. The business has an established client base and a structured advice process, and is seeking someone who can bring consistency, oversight, and clear operational direction across the support functions.
The role involves responsibility for the administration, paraplanning, and wider support teams, ensuring that workflows are effective and aligned with business objectives. This includes developing and implementing operational strategies, managing resources, and overseeing budgets to support sustainable growth. There is a strong focus on improving processes, maintaining service standards, and ensuring that the operational framework supports advisers in delivering consistent, compliant advice.
The position requires a balance of strategic thinking and attention to detail. There is regular involvement in reviewing data, management information, and performance metrics to inform decisions and drive efficiency. Compliance forms a central part of the role, with responsibility for ensuring that processes and controls meet regulatory expectations.
The role also involves managing and developing teams, with an emphasis on clear communication, accountability, and continuous improvement. This may appeal to someone with experience in an operational leadership role within financial planning or wealth management who is comfortable working across both strategy and execution. Strong data skills, an understanding of compliance requirements, and the ability to lead and develop teams will be important. The role suits an individual who is organised, commercially aware, and able to bring structure and clarity within a growing firm.
Applicants must have the right to work in the UK.
Operations Director - Financial Planning in London employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Director - Financial Planning in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company thoroughly. Understand their operational strategies and be ready to discuss how your experience aligns with their goals. This shows you’re not just interested in any job, but specifically in helping them grow.
✨Tip Number 3
Showcase your data skills! Be prepared to discuss how you've used data to drive efficiency in past roles. Bring examples of how you’ve improved processes or maintained compliance, as this will resonate well with potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, it gives us a chance to see your application first-hand and connect with you directly.
We think you need these skills to ace Operations Director - Financial Planning in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Operations Director. Highlight your experience in operational leadership, especially within financial planning or wealth management, and showcase how you've improved processes and led teams.
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. Mention specific examples of how you've driven efficiency and compliance in previous positions, and don’t forget to show your passion for supporting growth.
Showcase Your Data Skills: Since strong data skills are key for this role, make sure to include any relevant experience with data analysis or performance metrics. This will demonstrate your ability to inform decisions and drive operational efficiency.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Fram Search
✨Know Your Numbers
As an Operations Director, you'll need to demonstrate your strong data skills. Before the interview, familiarise yourself with key performance metrics relevant to the financial planning sector. Be ready to discuss how you've used data to drive efficiency and improve processes in your previous roles.
✨Showcase Your Strategic Thinking
This role requires a balance of strategic thinking and attention to detail. Prepare examples of how you've developed and implemented operational strategies in the past. Highlight your ability to align workflows with business objectives and how you’ve supported sustainable growth.
✨Emphasise Compliance Knowledge
Compliance is central to this position, so brush up on regulatory expectations within the financial planning industry. Be prepared to discuss how you've ensured that processes and controls meet these standards in your previous roles, showcasing your understanding of compliance requirements.
✨Demonstrate Leadership Skills
Managing and developing teams is a key part of the job. Think of specific instances where you've led teams to success, focusing on clear communication, accountability, and continuous improvement. Show how you can bring structure and clarity to a growing firm.