Operations Manager
Operations Manager Location: London Salary: £45,000 – £55,000 + Bonus + Benefits Working Pattern: Hybrid (2 days from home) Job ID: 10283The 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 & OperationsReconcile business income within the CRMSupport production of management and company accountsOversee monthly payroll and P11D processesManage introducer payments and bank reconciliationsOversee third-party systems and technologyCompliance & RegulationSubmit regulatory returnsMaintain FCA and Appointed Representative complianceManage CPD and Chartered status renewalsOversee T&C scheme and file reviewsLiaise with compliance consultantsProduce and maintain management information Leadership & People ManagementChair Investment and Proposition CommitteesConduct adviser 1:1 meetingsSupport recruitment, annual reviews, and HR processesManage staff incentives and engagementBusiness ManagementSupport business planning and board meetingsOversee IT security and infrastructureManage third-party relationshipsSupport marketing initiativesAbout YouMinimum 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 businessStrong understanding of regulatory and compliance requirementsHighly organised with excellent attention to detailStrong systems skills, including advanced Excel and CRM usageDesirable:Level 4 Diploma in Financial PlanningPrince2 or project management qualificationAccounting qualificationBenefitsQuarterly bonus schemePrivate medical and travel insurance Gym membership Pension schemeGenerous holiday allowanceHybrid working (2 days from home)
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