About the job

Operations Manager | Financial Service | Financial Planning | Mortgages | £40,000-£45,000 + £3,000-£5,000 Bonus

Run the operational engine behind a growing financial planning practice - with a genuine path to Director for the right person.

About the Company

Our client is a well-established financial planning practice based in Hampshire, providing straight-talking, personalised advice across wealth management, pensions, investments, mortgages and protection. With a growing team of advisers and dedicated support functions behind them, they are now looking to strengthen their leadership team with the appointment of an Operations Manager.

About the Role

Operations Manager role responsible for the people and operational side of the practice. Reporting to the Director, you will make sure teams perform well, workloads stay under control, processes work, and routine issues are resolved at the right level, without everything needing to land on the Director's desk. For the right person, there is a genuine path to progress into a Director-level role over time.

Key Responsibilities

Manage and develop the operational leads, building them into effective first-line managers
Own people management, performance conversations and day-to-day people issues
Lead resource and capacity planning across New Business, Servicing and Mortgages
Own operational recruitment, from defining the need through to making recommendations
Set and monitor operational KPIs, service levels and workload visibility
Own workflow and process improvement
Manage the two-way relationship between Sales and Operations
Lead the implementation and adoption of agreed process and technology changes
Identify risks or capacity issues early, bringing comprehensive solutions
Work with the Head of Advice & Technical to ensure wealth advice is correctly documented

Package

£40,000-£45,000 basic salary
Performance bonus of £3,000-£5,000
8% total pension contribution
Cash benefits plan and on-site parking
Genuine progression path to Director level for the right person

Skills & Experience

Proven management experience
A background in financial services is essential
A strong people manager, comfortable managing different personalities
Decisive, and comfortable making sensible decisions without unnecessary escalation
An effective delegator who leads through others rather than taking the work back
Process-minded, with the ability to spot weak points in how work flows and improve them
Comfortable with change and with adopting new technology
A clear, practical communicator with good judgement and high standards

Why Apply?

This is an opportunity to take genuine ownership of the operational and people side of a growing financial planning practice, with real scope to shape how the business runs day to day.

You will work closely with the Director and senior leadership team, with a clear route to progress into a more senior, potentially Director-level, position as the business continues to grow.

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Responsibilities