Operations Manager (Wealth Management/Financial Planning)
City of London (hybrid working)
c £50,000 and excellent bonus/Benefits package
The opportunity
Our client, a well established, expanding Wealth Manager is looking for a highly organised and commercially minded Operations Manager, essentially with a Wealth Management/Financial planning sector background, to play a pivotal role in ensuring the smooth, scalable and compliant running of operations across the business.
Working closely with the Operations Director, you’ll help drive continuous improvement across core business functions including Operations, Internal IT, HR, CSR/ESG, and Business Assurance. You’ll also take ownership of key corporate governance activities, supporting executive leadership and enabling effective decision-making at Board and Senior management level.
This is a broad, high-impact role suited to someone who thrives in a fast-paced financial services environment and enjoys balancing strategic coordination with hands-on delivery.
Key responsibilities will sit within the following:
Operations & Process Improvement
HR & People Operations
Facilities, Health & Safety
CSR / ESG
Business Assurance & Compliance Support
Acquisition & Integration
Board & Executive Support
Reporting & Business Support
About You
You are a proactive, detail-driven operator who can confidently manage multiple priorities while maintaining discretion and professionalism.
Experience will include:
- Proven experience in an operations leadership or senior coordination role within Wealth Management/Financial Planning
- A demonstrable track record of delivering process improvements and operational reporting
- Experience supporting Board/Senior Management governance, including minute-taking and records management
- Exceptional organisation and stakeholder management
- Strong written and verbal communication, including drafting for senior executives
- High level of discretion handling confidential information
- Strong problem-solving skills with sound judgement
- Advanced Microsoft Office 365 (Outlook, Excel, Word, PowerPoint, Teams/SharePoint)
- Experience with governance/document tools (e.g. Diligent Boards)
- Desirable: PRINCE2, Agile, Lean Six Sigma or similar
- Desirable: UK GDPR/data protection knowledge
In summary
This opportunity represents an excellent chance to provide a significant, fundamentally important operational role in an impressive business which has significant growth plans and offers a long-term career option. You will have the opportunity to build on your current skills and knowledge and build relationships with all stakeholders in the business
A full job specification available on request/application
CV to jim.m@financialdivisions.co.uk
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