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- Tasks: Lead daily operations and enhance client experience in a boutique wealth management firm.
- Company: Sovereign Wealth Midlands, a selective private client wealth management practice.
- Benefits: Up to £50,000 salary, performance bonuses, flexible hours, and 22 days holiday.
- Other info: Opportunity for career growth in a firm undergoing significant change.
- Why this job: Join a dynamic team and make a real impact in high-end client service.
- Qualifications: Experience in financial services and proven team leadership skills required.
The predicted salary is between 45000 - 50000 £ per year.
Sovereign Wealth Midlands is a private client wealth management practice working with high net worth founders, entrepreneurs and senior executives across the UK and internationally. We are small by design, selective about who we work with, and uncompromising on standards.
We are looking for an experienced Operations Manager to run the day-to-day operation and be the operational anchor the business needs. This is not a traditional office manager role. You will own the machine that delivers our client experience — the team, the workflow, the standards, and the service quality that underpins everything we do. You will have the autonomy to lead and the authority to hold people to what is expected. For the right person this is a genuine opportunity to help build a boutique firm from the inside.
What you will own:
- Managing a small in-office team day to day — setting clear expectations, owning the weekly operating rhythm, and being the person the team comes to first, not the MD
- Keeping the live client pipeline moving, spotting stalled cases and driving action before they become a problem
- Owning the MD's diary and weekly schedule so he walks into every week fully prepared
- Holding white glove service standards across every client touchpoint — turnaround times, communication quality, proactive follow up
- Being the escalation point for anything that needs judgement before it reaches the advisers
- Pulling together the weekly business scorecard and providing clear visibility to leadership
- Building, documenting and maintaining the SOPs and processes that underpin a scaling boutique practice
Who you are:
- Experience in financial services, mortgages, legal or a similar professional services environment
- Proven experience managing or leading a small team — genuinely, not just in title
- A calm, credible presence who raises standards just by being in the room
- Highly organised with nothing falling through the gaps on your watch
- Commercially sharp — you understand operations exist to serve clients, not to create process for its own sake
- Proactive, you spot problems and act without being asked
- Genuinely interested in the world of wealth management, founders, and high-end client service
What we offer:
- Up to £50,000 depending on experience
- Performance related bonus aligned to firm and personal objectives
- 22 days holiday plus bank holidays, increasing with service
- Flexible start and finish times
- Company pension and on-site parking
- A senior operational seat in a firm going through a genuine step-change, where your work is visible and directly linked to outcomes
- Full time. In office. Market Harborough.
Please apply with your CV and a short covering note addressing two questions:
Operations Manager in Leicester employer: Sovereign Wealth, Midlands
Contact Detail:
Sovereign Wealth, Midlands Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an Operations Manager role. Personal recommendations can make all the difference, so don’t be shy about asking for introductions.
✨Tip Number 2
Prepare for interviews by researching the company inside out. Understand their client base and operational style. This will help you tailor your responses and show that you’re genuinely interested in how you can contribute to their success.
✨Tip Number 3
Showcase your leadership skills during interviews. Share specific examples of how you've managed teams and improved processes in previous roles. This is your chance to demonstrate that you can be the operational anchor they need!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Sovereign Wealth Midlands.
We think you need these skills to ace Operations Manager in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Manager role. Highlight your experience in managing teams and your understanding of client service in financial services. We want to see how your skills align with what we’re looking for!
Craft a Compelling Covering Note: Your covering note is your chance to shine! Address the two questions clearly and concisely, showcasing your passion for wealth management and how you can elevate our client experience. Remember, we love a proactive approach!
Showcase Your Organisational Skills: In your application, give examples of how you've kept things running smoothly in previous roles. We’re looking for someone who can manage workflows and maintain high standards, so let us know how you’ve done this before!
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your details and get to know you better. Don’t miss out on this opportunity to join our boutique firm!
How to prepare for a job interview at Sovereign Wealth, Midlands
✨Know the Company Inside Out
Before your interview, make sure you research Sovereign Wealth Midlands thoroughly. Understand their values, client base, and what sets them apart in the wealth management sector. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Demonstrate Leadership Experience
Since this role involves managing a small team, be prepared to share specific examples of your leadership experience. Highlight situations where you've set clear expectations, resolved conflicts, or improved team performance. This will showcase your ability to be the operational anchor they need.
✨Showcase Your Problem-Solving Skills
The job requires a proactive approach to spotting and resolving issues. Think of instances where you've identified potential problems before they escalated and the actions you took. This will demonstrate your commercial sharpness and ability to keep the client pipeline moving smoothly.
✨Prepare Questions That Matter
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful queries that reflect your understanding of the role and the company. For example, ask about their current challenges in client service or how they envision the operations manager contributing to their growth. This shows you're not just interested in the job, but in the company's future as well.