Fram is working with a medium-sized financial planning firm that is looking to engage an Operations Director to oversee its day-to-day operations and support the next phase of growth. The business has an established client base and a structured advice process, and is seeking someone who can bring consistency, oversight, and clear operational direction across the support functions.
The role involves responsibility for the administration, paraplanning, and wider support teams, ensuring that workflows are effective and aligned with business objectives. This includes developing and implementing operational strategies, managing resources, and overseeing budgets to support sustainable growth. There is a strong focus on improving processes, maintaining service standards, and ensuring that the operational framework supports advisers in delivering consistent, compliant advice.
The position requires a balance of strategic thinking and attention to detail. There is regular involvement in reviewing data, management information, and performance metrics to inform decisions and drive efficiency. Compliance forms a central part of the role, with responsibility for ensuring that processes and controls meet regulatory expectations. The role also involves managing and developing teams, with an emphasis on clear communication, accountability, and continuous improvement.
This may appeal to someone with experience in an operational leadership role within financial planning or wealth management who is comfortable working across both strategy and execution. Strong data skills, an understanding of compliance requirements, and the ability to lead and develop teams will be important. The role suits an individual who is organised, commercially aware, and able to bring structure and clarity within a growing firm.
Applicants must have the right to work in the UK.
#J-18808-Ljbffr”, “datePosted”: “2026-05-20”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Fram Search”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__436830322__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “” } } }Fram is working with a medium-sized financial planning firm that is looking to engage an Operations Director to oversee its day-to-day operations and support the next phase of growth. The business has an established client base and a structured advice process, and is seeking someone who can bring consistency, oversight, and clear operational direction across the support functions.
The role involves responsibility for the administration, paraplanning, and wider support teams, ensuring that workflows are effective and aligned with business objectives. This includes developing and implementing operational strategies, managing resources, and overseeing budgets to support sustainable growth. There is a strong focus on improving processes, maintaining service standards, and ensuring that the operational framework supports advisers in delivering consistent, compliant advice.
The position requires a balance of strategic thinking and attention to detail. There is regular involvement in reviewing data, management information, and performance metrics to inform decisions and drive efficiency. Compliance forms a central part of the role, with responsibility for ensuring that processes and controls meet regulatory expectations. The role also involves managing and developing teams, with an emphasis on clear communication, accountability, and continuous improvement.
This may appeal to someone with experience in an operational leadership role within financial planning or wealth management who is comfortable working across both strategy and execution. Strong data skills, an understanding of compliance requirements, and the ability to lead and develop teams will be important. The role suits an individual who is organised, commercially aware, and able to bring structure and clarity within a growing firm.
Applicants must have the right to work in the UK.
#J-18808-Ljbffr…