At a Glance
- Tasks: Lead a remote team and improve operational processes in financial planning.
- Company: THINQVISER, a specialist financial planning business for dentists.
- Benefits: Fully remote work, autonomy, and opportunities for career growth.
- Other info: Dynamic environment with the chance to introduce innovative ideas.
- Why this job: Make a real impact by driving improvements and influencing business decisions.
- Qualifications: Experience in operations management within financial planning or related sectors.
The predicted salary is between 45000 - 55000 £ per year.
Are you an experienced Operations Manager with a background in financial planning, wealth management or an IFA business?
Do you enjoy improving processes, developing people and making things happen?
THINQVISER a growing, specialist financial planning business looking for a proactive and commercially minded Operations Manager to take ownership of its day-to-day operations and help drive the business forward.
About THINQVISER
THINQVISER works exclusively with dentists, providing specialist financial advice and support throughout their careers, from graduation to retirement.
With a clearly defined market, a fully remote team and ambitious plans for growth, this is a great opportunity to make a real difference in a business that values high standards, fresh thinking and continuous improvement.
The role
Working closely with the business owner, you'll have the autonomy to improve how the business operates, lead the team and turn ideas into action.
Your responsibilities will include
- Leading and developing a remote team, driving performance and accountability.
- Improving operational processes, systems and workflows.
- Managing projects and turning business plans into practical results.
- Identifying opportunities to use technology, AI and automation.
- Overseeing day-to-day operations, performance and business reporting.
- Taking ownership of challenges, finding solutions and driving improvements.
About you
We're particularly interested in candidates with operations management experience within financial planning, wealth management or an IFA business , who can hit the ground running.
You'll also need
- Proven experience managing people, processes and operational performance.
- Strong organisational, problem-solving and project management skills.
- A proactive, hands-on approach and the confidence to make decisions.
- An interest in technology, systems improvement and automation.
- The ability to work independently, challenge ideas constructively and get things done.
Exceptional candidates from other sectors with substantial operational leadership experience and strong transferable skills will also be considered.
What's on offer?
- Fully remote working, anywhere in the UK.
- Genuine autonomy and the opportunity to influence business decisions.
- The chance to introduce new ideas, systems and ways of working.
- A growing business with potential to develop into a more senior leadership role.
This is an excellent opportunity for someone who enjoys taking responsibility, making improvements and seeing the results of their work.
Applications are open for up to 30 days but may close early if the right candidate is identified.
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Operations Manager - Financial Planning 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 - Financial Planning
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Recruitment Rebellion. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Recruitment Rebellion.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Recruitment Rebellion. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Operations Manager - Financial Planning
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Recruitment Rebellion and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Recruitment Rebellion how you can be a team player!
How to prepare for a job interview at Recruitment Rebellion
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Recruitment Rebellion.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Recruitment Rebellion's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
