Are you a detail-oriented Operations professional with a knack for solving problems, managing projects, and driving performance? We’re looking for a proactive Operations Manager to lead and support critical business functions across our organisation.
In this varied and impactful role, you’ll oversee business operations, analyse data, manage projects, and ensure the smooth functioning of key systems, particularly within wrap platforms and financial services. You’ll work closely with internal teams, suppliers, and clients—resolving technical queries, driving improvements, and ensuring an excellent client experience.
Key Responsibilities:
- Investigate and resolve technical and operational queries via phone and email
- Analyse business performance data and produce actionable reports for stakeholders
- Conduct due diligence and manage supplier relationships, including onboarding and contract renewals
- Maintain and update model portfolios across third-party platforms
- Project manage operational changes from planning to completion
- Schedule meetings and manage tasks using CRM systems
- Communicate effectively with internal teams, clients, and external stakeholders
- Identify issues, analyse root causes, and implement resolutions
- Monitor client feedback and manage complaints to support continuous improvement
What We’re Looking For:
- At least 5 years of experience in operations, project planning, or a similar role
- Experience in financial services, such as wrap platforms, financial advice, or fund operations
- Strong organisational and problem-solving skills with a high attention to detail
- Confident communicator—both written and verbal—with the ability to present to senior stakeholders
- Comfortable handling technical enquiries and client communications
- A team player who can also take initiative and manage competing priorities
- Working knowledge of financial products, investment platforms, and basic tax considerations is desirable
This is a great opportunity for someone looking to take ownership of operational processes in a growing and dynamic environment. If you’re a self-starter with excellent analytical and communication skills, we’d love to hear from you.