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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 management 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 employer: Sovereign Wealth, Midlands
Contact Detail:
Sovereign Wealth, Midlands Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager
✨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 hunt 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. Be ready to discuss 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 the attention it deserves. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Operations Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Operations Manager role. Highlight your experience in managing teams and any relevant financial services background to show us you’re the right fit.
Craft a Compelling Covering Note: In your covering note, directly address the two questions we've asked. Be concise but make sure to showcase your passion for wealth management and how your proactive nature can benefit our team.
Showcase Your Organisational Skills: We want to see how organised you are! Use examples from your past roles to demonstrate your ability to manage workflows and maintain high service standards. This will help us understand how you can keep everything running smoothly.
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to track your application and ensures it gets into the right hands quickly!
How to prepare for a job interview at Sovereign Wealth, Midlands
✨Know Your Operations Inside Out
Before the interview, make sure you thoroughly understand the operations of a wealth management firm. Familiarise yourself with key processes, client service standards, and how to manage a small team effectively. This will help you demonstrate your expertise and show that you're ready to take ownership of the role.
✨Showcase Your Leadership Style
Be prepared to discuss your leadership approach and how you've successfully managed teams in the past. Use specific examples to illustrate how you've set clear expectations, maintained high standards, and resolved issues proactively. This will highlight your ability to be the operational anchor they need.
✨Demonstrate Commercial Awareness
Understand the financial services landscape and the unique challenges faced by high net worth clients. Be ready to discuss how operations can enhance client experience and drive business success. This shows that you’re not just about processes but also about serving clients effectively.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview that reflect your genuine interest in the firm and its operations. Inquire about their current challenges, team dynamics, or future goals. This will not only show your enthusiasm but also help you assess if the firm aligns with your career aspirations.