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- Tasks: Lead operations and enhance systems in a growing financial planning firm.
- Company: Design-led Chartered Financial Planning firm in South East London.
- Benefits: Competitive salary, flexible working options, and a collaborative team culture.
- Why this job: Shape the future of a dynamic firm with high ownership and autonomy.
- Qualifications: Experience in operations management and strong organisational skills.
- Other info: Opportunity to work with AI and modern systems in a supportive environment.
The predicted salary is between 40000 - 50000 ÂŁ per year.
A growing, design-led Chartered Financial Planning firm in South East London is looking to appoint an Operations Manager to support the next phase of its growth. With over £100m Assets Under Advice and a clear trajectory toward £250m, this is a newly created role where you’ll take ownership of how the business runs day-to-day. This is not a corporate “middle management” role – it’s a hands-on position where you will build, improve and take control of operational systems, processes and infrastructure across the firm.
You will act as the central point of coordination across the business, ensuring everything runs smoothly behind the scenes. Key areas include:
- CRM & Data Management – Owning and developing the firm’s CRM (HubSpot), ensuring data integrity and effective workflows
- Pipeline Oversight – Monitoring deal progression, identifying bottlenecks and ensuring client journeys move seamlessly
- Operations & Workflow – Managing processes across onboarding, servicing and internal coordination
- Team Coordination – Supporting workload distribution across the support team and keeping everything aligned
- Compliance Support – Tracking key deadlines and ensuring operational readiness for regulatory requirements
- Systems & Infrastructure – Overseeing internal systems (Microsoft 365, SharePoint, CRM) and improving efficiency
- AI & Automation – Supporting a forward-thinking, tech-enabled approach to improving processes
You’ll likely come from a financial planning / wealth management / professional services environment, and already have strong exposure to the operational side of a business. We’re particularly interested in individuals who are:
- Currently working as an Operations Manager, Practice Manager, Client Services Manager or Office Manager
- Highly organised, detail-driven and naturally process-oriented
- Comfortable working with CRM systems (HubSpot experience beneficial but not essential)
- Proactive and solutions-focused – you see problems and fix them
- Confident coordinating teams and keeping things on track
- Interested in improving how businesses operate through systems, structure and technology
A genuine opportunity to shape how a growing firm operates. High level of ownership and autonomy in a newly created role. A collaborative, down-to-earth team environment. A business actively embracing AI and modern systems. Clear growth trajectory and long-term opportunity.
Operations Manager employer: Tristram Parker Recruitment
Contact Detail:
Tristram Parker Recruitment 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 people in the financial planning and operations space. Attend industry events or join online forums. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Show off your skills! If you’ve got experience with CRM systems like HubSpot, make sure to highlight that in conversations. Share specific examples of how you’ve improved processes or solved problems in previous roles.
✨Tip Number 3
Be proactive! If you see a company you’re interested in, don’t wait for them to post a job. Reach out directly through our website and express your interest. A little initiative can go a long way!
✨Tip Number 4
Prepare for interviews by researching the company’s operations. Understand their current systems and think about how you could improve them. This shows you’re not just looking for any job, but you’re genuinely interested in making a difference.
We think you need these skills to ace Operations Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Operations Manager role. Highlight your experience in financial planning and operational management, and don’t forget to mention any CRM systems you’ve worked with, especially HubSpot!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for improving business operations and how your proactive approach can benefit our team. Keep it engaging and relevant to the job description.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love candidates who are solutions-focused, so share specific instances where you identified bottlenecks and improved processes.
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’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Tristram Parker Recruitment
✨Know Your Operations Inside Out
Before the interview, make sure you thoroughly understand the operational processes relevant to the role. Familiarise yourself with CRM systems like HubSpot and be ready to discuss how you've improved workflows in your previous positions.
✨Showcase Your Problem-Solving Skills
Be prepared to share specific examples of challenges you've faced in operations management and how you resolved them. This will demonstrate your proactive and solutions-focused mindset, which is crucial for this role.
✨Highlight Your Team Coordination Experience
Since the role involves coordinating teams, think of instances where you've successfully managed workload distribution or improved team collaboration. Share these stories to show you're confident in keeping everything aligned.
✨Embrace Technology and Innovation
The firm is looking for someone who can support a tech-enabled approach. Be ready to discuss any experience you have with AI, automation, or modern systems that have enhanced operational efficiency in your past roles.