An exciting opportunity has arisen for an experienced Operations Manager to join a growing financial services business.
This is a key leadership role, overseeing and developing a team of approximately 10–12 staff across financial planning administration and paraplanning. You will play a pivotal role in improving operational efficiency, streamlining processes and supporting the continued growth of the business.
Key responsibilities include:
- Leading, motivating and developing the operations, administration and paraplanning teams.
- Overseeing day-to-day operations, ensuring high standards of service, accuracy and efficiency.
- Driving process improvements, automation and the adoption of new technologies, including AI.
- Reviewing workflows and implementing solutions to improve productivity and scalability.
- Ensuring operational processes meet regulatory and compliance requirements.
- Working closely with senior management and key stakeholders to deliver business objectives.
- Supporting the integration of new business acquisitions and operational change.
About you:
- Proven experience in an operations management or team leadership role within financial services.
- Strong background in financial planning, wealth management or investment management operations.
- Experience overseeing administration and/or paraplanning functions.
- Excellent people management, organisational and communication skills.
- A track record of improving processes and driving operational efficiencies.
- Strong understanding of financial services systems, processes and regulatory requirements.
- A proactive, solutions-focused approach, with an interest in technology and innovation.
This is a fantastic opportunity to join an ambitious, growing business where you can make a real impact, shape operational strategy and play an important role in its future development.