At a Glance
- Tasks: Lead operations to drive business growth and implement impactful changes.
- Company: Established Chartered financial planning firm with ambitious future plans.
- Benefits: Competitive salary, hybrid working, generous holiday, and career development opportunities.
- Other info: Join a supportive team and enjoy autonomy in your role.
- Why this job: Make a real impact in a respected firm while shaping its future direction.
- Qualifications: Experience in wealth management or financial planning and strong leadership skills.
The predicted salary is between 50000 - 65000 £ per year.
Operations Manager Financial Planning Firm | Stockport £50,000 – £65,000 | Office-based/Hybrid
Some Operations Manager roles are about keeping things ticking over. This one is about helping move a business forward. We're recruiting for an established, independent Chartered financial planning firm in Stockport that has ambitious plans for its future. They're looking for an experienced Operations Manager who has already worked within a wealth management or financial planning business in a similar operational role and understands the environment, the people and the standards that come with it.
You'll work closely with the business owner, helping turn ideas into action and making sure the things the business wants to achieve actually happen. This is an opportunity to sit at the heart of the firm, bringing structure, accountability and momentum to its plans.
The opportunity
This is a broad leadership role rather than a narrow operational one. You'll work across people, projects, systems and processes, helping translate the firm's longer-term strategy into practical priorities and making sure those priorities are delivered. That could mean improving an internal process, coordinating a business-critical project, developing members of the team, managing suppliers or helping the firm explore how technology, automation and AI could make it even better. You don't need to be the technical expert in every area. You do need to be the person who can bring people together, create clarity and get things moving.
About the firm
They're an independent, privately owned Chartered financial planning business with long-standing client relationships, some spanning decades. It's an established and respected firm, but one that is very much looking forward. The business has ambitious growth plans while remaining committed to its independence, its clients and the values it has been built around. You'll therefore be joining somewhere with a strong foundation — but plenty of opportunity to influence what comes next.
What we're looking for
First and foremost, you'll need to come from a wealth management or financial planning firm and already have experience working in a similar operational role. That sector experience matters. You'll understand how a financial planning business operates and be able to bring that knowledge with you from day one. Alongside that, we're looking for strong people leadership experience and evidence that you've successfully implemented change and improved business performance. You'll be organised, commercially aware and comfortable managing projects and competing priorities. Just as importantly, you'll have the confidence to challenge constructively, communicate well with different people and turn conversations and ideas into tangible action. An interest in technology, automation and AI would be particularly welcome — but this is not an IT role.
What's in it for you?
- £50,000 – £65,000, depending on experience
- Office-based/hybrid working
- 25 days' holiday plus Bank Holidays, with additional entitlement for loyalty
- Company pension with salary sacrifice options
- A supportive, experienced team
- Genuine long-term career development
- The autonomy and visibility to make a meaningful impact
If you're already working within wealth management or financial planning and you're looking for an Operations Manager role where you can genuinely influence the future of a business rather than simply maintain it, we'd love to hear from you.
Operations Manager in Stockport 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 Stockport
✨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 Stockport
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!
