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- Tasks: Lead operations and drive process improvements in a dynamic financial advisory firm.
- Company: Reputable Independent Financial Advisory firm with strong growth potential.
- Benefits: Competitive salary, bonus, hybrid working, and professional development opportunities.
- Other info: Collaborative environment with a focus on long-term growth and scalability.
- Why this job: Join a senior leadership role and make a real impact on operational excellence.
- Qualifications: Extensive experience in IFA business and strong leadership skills.
The predicted salary is between 80000 - 100000 £ per year.
Hybrid working: 4 days in the office and 1 day working from home after the probation period. Initially, you will be required to be in the office 5 days per week.
We’re working with a highly regarded Independent Financial Advisory firm with c. £600m AUM, strong links to a well‑known accountancy practice, and a reputation for delivering high‑quality, holistic financial planning. As the business continues to grow, they’re looking to appoint an experienced Operations Director to help take the firm to the next level.
Primary focus is on operations, administration, process improvement, and data/systems optimisation. Please note this person MUST have extensive, direct experience within an IFA (Independent Financial Adviser) business.
The Opportunity of Operations Director: This is a senior, hands‑on leadership role working closely with the Managing Director / CEO. You’ll have full responsibility for driving operational excellence across the business, ensuring the smooth, compliant, and efficient delivery of advice while supporting long‑term growth and scalability.
Key Responsibilities
- Operational Leadership
- Develop and deliver operational strategy aligned to business goals
- Oversee day‑to‑day operations across administration, paraplanning, and client support
- Drive process improvement, efficiency, and cost optimisation
- Manage operational budgets and resources
People must be willing and able to implement as well as lead.
Desirable
- Chartered status or relevant professional qualifications
- Experience with platforms such as Aviva, Quilter, or similar
- Exposure to process improvement methodologies (Lean, Six Sigma, etc.)
Director of Operations in Somerset employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director of Operations in Somerset
✨Tip Number 1
Network like a pro! Reach out to your connections in the IFA space and let them know you're on the hunt for an Operations Director role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your operational strategies and process improvement methodologies. Be ready to share specific examples of how you've driven efficiency and optimised systems in your previous roles.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and expertise. Use our website to find roles that match your skills, especially those that highlight your experience in IFA businesses.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show your genuine interest in the role and the company.
We think you need these skills to ace Director of Operations in Somerset
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Director role. Highlight your experience in IFA businesses and any relevant qualifications. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this senior leadership role. Share specific examples of how you've driven operational excellence in previous positions.
Showcase Your Leadership Skills: As an Operations Director, we need someone who can lead and implement change. Make sure to highlight your leadership experiences and how you've successfully managed teams and projects in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Tate Recruitment
✨Know Your Operations Inside Out
Make sure you’re well-versed in the operations of an IFA business. Brush up on your knowledge of administration, paraplanning, and client support processes. Being able to discuss specific examples of how you've driven operational excellence in previous roles will really impress.
✨Showcase Your Leadership Style
As a Director of Operations, your leadership style is crucial. Be prepared to share your approach to managing teams and driving process improvements. Think about times when you’ve successfully led a team through change or implemented new systems, and be ready to discuss these experiences.
✨Demonstrate Your Strategic Thinking
This role requires a strategic mindset. Come prepared with ideas on how you would develop and deliver an operational strategy that aligns with the company’s goals. Highlight any experience you have with budget management and resource allocation, as this will show your ability to think big picture.
✨Familiarise Yourself with Relevant Platforms
Since experience with platforms like Aviva and Quilter is desirable, make sure you know the ins and outs of these systems. If you’ve used similar platforms, be ready to explain how you leveraged them for process improvement and efficiency gains in your previous roles.