Operations Manager - Financial Planning

We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a client-first approach, ethical practice, and continuous professional development.

Our team delivers holistic financial planning across a broad client base, supported by cashflow modelling tools, a secure client portal, and an integrated approach that includes ESG considerations.
Now nearly 50 strong, the business has grown through a combination of organic expansion and strategic acquisitions. This has created a dynamic, evolving operating environment, with an increasing focus on scalability, consistency, and quality of service delivery. We are proud of the collaborative, values-driven culture we have built.

As we continue to scale, we are now looking for an Operations Manager to help shape and support the next phase of our growth. We are seeking a hands-on, solutions-focused manager who is comfortable working within operational workflows to identify root causes and implement practical, sustainable improvements.

The role will focus on building a high-performing, technology-enabled operations function that improves adviser productivity, enhances the client journey, and drives efficiency across the end-to-end advice process.

The Operations Manager will be responsible for leading the operational direction, scalability and service delivery of the Financial Planning business, aligned to our growth objectives and commitment to client service. Working closely with senior management and the Compliance Manager, you will ensure operational and compliance plans support the company’s financial goals, deliver strong client outcomes, and maintain a compliant, risk-aware culture.