Operations Leader – Chartered Financial Planning

Operations Leader – Chartered Financial Planning

Full-Time 60000 - 80000 Β£ / year (est.) No working from home possible
mbf

At a Glance

  • Tasks: Lead operations, finance, compliance, and HR to enhance efficiency and client service.
  • Company: mbf, a leading Chartered financial planning firm in London.
  • Benefits: Hybrid working, competitive rewards, and opportunities for professional growth.
  • Other info: Join a dynamic team in a growing practice with a focus on innovation.
  • Why this job: Shape the future of financial planning while driving strategic initiatives.
  • Qualifications: Experience in operations management and strong leadership skills.

The predicted salary is between 60000 - 80000 Β£ per year.

mbf, a Chartered financial planning firm in the City of London, seeks an experienced Operations Manager.

The role spans operations, finance, compliance, HR, technology and business management, reporting to Directors and shaping the firm’s efficiency and client service.

You will lead FCA compliance, training, MI reporting and staff management while driving process improvements and strategic initiatives in a growing practice.

Hybrid working is offered with competitive rewards.

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Operations Leader – Chartered Financial Planning employer: mbf

Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.

mbf

Contact Details:

mbf Recruitment Team

We think you need these skills to ace Operations Leader – Chartered Financial Planning

Operations Management
Financial Planning
Compliance Management
Human Resources Management
Technology Integration
Business Management
FCA Compliance