At a Glance
- Tasks: Design and build operational processes in a tech-driven wealth management environment.
- Company: Ambitious Multi-Family Office in the heart of London.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Other info: Work closely with the founder and make a real impact.
- Why this job: Be at the forefront of creating a best-in-class operational model.
- Qualifications: Five years' experience in financial planning or wealth management operations.
The predicted salary is between 50000 - 50000 £ per year.
If you know financial planning or wealth management operations inside out — and you're the kind of person who can't help thinking about how systems, processes and technology should fit together — this could be for you. We are looking for an Operations Manager to help build the operational model behind a modern, technology-led wealth management business. This isn't a role where you'll inherit a finished operational framework and simply keep it running. You'll help build it. Processes. Procedures. Workflows. Technology. Automation. AI. The aim is to create a genuinely best-in-class operational environment as the company grows — and you'll have the opportunity to become the person at the centre of it.
So, if you're slightly obsessed with getting things right, exceptionally process-driven and excited by what technology can do within wealth management, keep reading.
About us: We are an ambitious Multi-Family Office, discretionary investment management and financial planning business based in the City of London, working with High-Net-Worth clients, entrepreneurs and their families. It's a relatively young business with ambitious growth plans, using an institutional platform in partnership with our partners. Technology, automation and AI will play an important part in how the business operates as it develops. The ambition is to build a best-in-class modern family office. That's where you come in.
The opportunity: You'll work closely with the founder and take real ownership of how our operational model develops. This is a hands-on role. You'll be involved in client onboarding, account opening, transfers, payments, platforms, providers and the everyday operational work that keeps a wealth management business moving. But you'll also be an architect and builder. You'll design processes, procedures and workflows. You'll explore how technology, automation and AI can be embedded intelligently. And you'll become the person who really understands how the operational pieces fit together. This isn't a role where you recommend what somebody else should build. You'll design it, build it and make sure it works.
What we're looking for: Experience within financial planning and/or wealth management operations is essential. You'll probably have around five years' experience and understand the client journey, platforms, providers and operational realities of this type of business. Beyond that, we're looking for someone who is:
- Process-driven, exceptionally organised and seriously detail-focused.
- Technically curious and genuinely interested in AI and automation.
- Proactive — you see what needs doing rather than waiting to be told.
- Comfortable taking ownership and seeing things through.
- Happy designing the process and rolling your sleeves up to do the work.
We describe our person as a systematic operator: diligent, accountable, client-first and someone who takes ownership and fully completes tasks.
Why make the move? Perhaps you're working within an established financial planning or wealth management business and know you're capable of more. You understand operations. You can see how technology could be used. You have ideas about processes and automation. But you're not being given the opportunity to build. Here, you will. You'll work directly with the founder. Your ideas will be heard. You'll have visibility with clients and partners and the freedom to make a genuine impact on how the business develops. And as we grow, so can your role. The ambition is for this person to become increasingly pivotal, with the potential to progress into a significantly more senior Operations position over time.
If you're looking for an established operation where everything has already been built, this probably isn't it. If you want the opportunity to help build a best-in-class one, we'd like to hear from you.
Interested? We are partnering with Recruitment Rebellion Limited to recruit for this role. Please apply with a CV that clearly demonstrates your financial planning and/or wealth management operations experience and the processes, systems or improvements you've personally helped create. If you require any adjustments during the recruitment process, just let us know.
Operations Manager in London employer: Recruitment Rebellion
At de Lisle Financial Planning, we pride ourselves on being an excellent employer by offering a supportive work culture that fosters professional growth and development. Our Gloucestershire practice provides a unique opportunity for aspiring financial planners to gain hands-on experience while pursuing a fully funded Diploma, ensuring a rewarding career path with dedicated mentoring and a focus on building meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Manager in London
✨Tip Number 1: Get Involved in Consulting Case Competitions
Look for case competitions hosted by universities and consulting firms. They’re a fab way to showcase your problem-solving skills and meet industry players. Plus, winning one can seriously boost your CV, which we know is key when applying for roles like Operations Manager at Recruitment Rebellion!
✨Tip Number 2: Leverage Alumni Networks
Tap into your university’s alumni network; many consultants love to help out new talent. Reach out to alumni who are working in management consulting, they might have insider knowledge about openings at firms like Recruitment Rebellion or be willing to refer you for that Operations Manager position!
✨Tip Number 3: Attend Industry Events and Conferences
Keep an eye on management consulting events, workshops, or panels. These are prime opportunities to network with top professionals and get your name out there. You might even bump into someone from Recruitment Rebellion who’s on the lookout for their next Operations Manager star!
✨Tip Number 4: Polish Your Consulting Skills Online
Engage with online platforms that offer consulting simulations or courses. Prove your chops by completing relevant projects — this not only beefs up your experience but also gives you concrete examples to chat about during interviews for that full-time Operations Manager role at Recruitment Rebellion!
We think you need these skills to ace Operations Manager in London
Some tips for your application 🫡
Show Your Problem-Solving Skills:In management consulting, it's all about problem-solving—so make sure your CV highlights your analytical and critical thinking skills. Include examples from your studies or previous roles where you tackled complex issues or came up with innovative solutions. Quantify your achievements whenever possible to demonstrate your impact!
Tailor Your Cover Letter:Your cover letter is your chance to explain why you're a perfect fit for the consulting world. Focus on your motivation for joining the industry and how your skills align with the requirements of the role at Recruitment Rebellion. Remember to mention any relevant coursework or projects that showcase your understanding of strategic frameworks or business models!
Highlight Team Experience:Consultants often work in teams, so it's vital to showcase your collaborative skills. Include experiences where you've worked effectively with others, whether in academic group projects or internships. Discuss your role in the team and how you helped achieve common goals, demonstrating you can thrive in a consultancy environment.
Professionalise Your Online Presence:Make sure your LinkedIn and any other professional profiles are up to date, reflecting your career aspirations in management consulting. Connect with industry professionals and follow relevant groups—show you’re serious about entering this field. Applying through our website is a great way to get noticed, so showcase your personality and enthusiasm there!
How to prepare for a job interview at Recruitment Rebellion
✨Master the Case Study Game
In management consulting, case study interviews are all the rage. Make sure to practice structuring your thoughts and analysing data on the fly. Use resources like example case studies to get comfortable with frameworks and solutions. Remember, it’s not just about getting the right answer but showcasing your thought process, so talk us through your reasoning!
✨Know Your Numbers
Be prepared for some numerical and analytical questions. Brush up on your mental math and be ready to interpret data from charts or graphs. We might throw some business scenarios at you that require a quick turnaround on numerical analysis, so practice these skills to feel confident and swift!
✨Show Your Leadership Flair
As this is a full-time role, we want to see your potential as a seasoned consultant. Be ready to discuss experiences where you've led a project or a team. Think about times you've influenced decisions or navigated challenges—this is your chance to show how you can thrive in a fast-paced, collaborative environment.
✨Be a Cultural Fit
We’re not just looking for brains; we want to see if you vibe with our company culture at Recruitment Rebellion. Prepare to share how your values align with ours. Have a think about what makes a great team environment for you and how you can contribute to that. A good cultural fit goes a long way in management consulting!
