Operations Manager
other jobs Recruit UK
Added before 6 hours
- England,London,City of London
- Full Time, Permanent
- £45,000 - £55,000 per annum
Job Description:
Operations Manager
Location: London
Salary: £45,000 – £55,000 + Bonus + Benefits
Working Pattern: Hybrid (2 days from home)
Job ID: 10283
The OpportunityWe are currently recruiting for an experienced Operations Manager to join a growing and well-established financial planning firm based in London.
This is a pivotal role within the business, responsible for overseeing day-to-day operations, improving efficiency, and ensuring the firm remains compliant and commercially effective. You will act as the link between senior leadership and operational delivery.
Key ResponsibilitiesFinance & Operations
*Reconcile business income within the CRM
*Support production of management and company accounts
*Oversee monthly payroll and P11D processes
*Manage introducer payments and bank reconciliations
*Oversee third-party systems and technology
Compliance & Regulation
*Submit regulatory returns
*Maintain FCA and Appointed Representative compliance
*Manage CPD and Chartered status renewals
*Oversee T&C scheme and file reviews
*Liaise with compliance consultants
*Produce and maintain management information
Leadership & People Management
*Chair Investment and Proposition Committees
*Conduct adviser 1:1 meetings
*Support recruitment, annual reviews, and HR processes
*Manage staff incentives and engagement
Business Management
*Support business planning and board meetings
*Oversee IT security and infrastructure
*Manage third-party relationships
*Support marketing initiatives
About You*Minimum 5 years’ experience in an Operations or Senior Administration role within a regulated environment (ideally financial planning or wealth management)
*Proven experience managing teams within a small to medium-sized business
*Strong understanding of regulatory and compliance requirements
*Highly organised with excellent attention to detail
*Strong systems skills, including advanced Excel and CRM usage
Desirable:
*Level 4 Diploma in Financial Planning
*Prince2 or project management qualification
*Accounting qualification
Benefits*Quarterly bonus scheme
*Private medical and travel insurance
*Gym membership
*Pension scheme
*Generous holiday allowance
*Hybrid working (2 days from home)
Location: London
Salary: £45,000 – £55,000 + Bonus + Benefits
Working Pattern: Hybrid (2 days from home)
Job ID: 10283
The OpportunityWe are currently recruiting for an experienced Operations Manager to join a growing and well-established financial planning firm based in London.
This is a pivotal role within the business, responsible for overseeing day-to-day operations, improving efficiency, and ensuring the firm remains compliant and commercially effective. You will act as the link between senior leadership and operational delivery.
Key ResponsibilitiesFinance & Operations
*Reconcile business income within the CRM
*Support production of management and company accounts
*Oversee monthly payroll and P11D processes
*Manage introducer payments and bank reconciliations
*Oversee third-party systems and technology
Compliance & Regulation
*Submit regulatory returns
*Maintain FCA and Appointed Representative compliance
*Manage CPD and Chartered status renewals
*Oversee T&C scheme and file reviews
*Liaise with compliance consultants
*Produce and maintain management information
Leadership & People Management
*Chair Investment and Proposition Committees
*Conduct adviser 1:1 meetings
*Support recruitment, annual reviews, and HR processes
*Manage staff incentives and engagement
Business Management
*Support business planning and board meetings
*Oversee IT security and infrastructure
*Manage third-party relationships
*Support marketing initiatives
About You*Minimum 5 years’ experience in an Operations or Senior Administration role within a regulated environment (ideally financial planning or wealth management)
*Proven experience managing teams within a small to medium-sized business
*Strong understanding of regulatory and compliance requirements
*Highly organised with excellent attention to detail
*Strong systems skills, including advanced Excel and CRM usage
Desirable:
*Level 4 Diploma in Financial Planning
*Prince2 or project management qualification
*Accounting qualification
Benefits*Quarterly bonus scheme
*Private medical and travel insurance
*Gym membership
*Pension scheme
*Generous holiday allowance
*Hybrid working (2 days from home)
Job number 3610992
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...