Are you an experienced operations leader looking to take ownership in a growing financial planning business?

Due to growth, this firm is now looking to employ an Operations Director to support their expansion.

You’ll work closely with the Company Directors to bring structure and consistency to the business, ensuring it can grow without compromising on client experience or quality.

This position is focused on leadership, process improvement, and building a scalable operational framework, rather than hands-on administration.

Responsibilities include

• Leading the day-to-day operations of the business
• Overseeing client servicing teams and maintaining delivery standards
• Improving workflows, processes, and overall operational efficiency
• Embedding clear accountability and performance standards across the business
• Supporting capacity planning and ensuring the structure can support growth
• Acting as the key escalation point for operational matters
• Partnering with the Directors to deliver business objectives and growth plans

What we’re looking for

• Experience in operations and team leadership
• Background in a structured or high-performing environment
• Ability to create clarity, consistency, and improved ways of working
• Experience driving process improvements and team performance
• Confident decision-maker with a hands-on leadership style
• Experience within financial services or a regulated environment (preferred)

Candidates stepping up into this level will be considered if they've had meaningful exposure to operations and leadership

Benefits

• Bonuses linked to business performance
• Private medical insurance, life cover, and pension
• Opportunity to take ownership of operations within a growing business
• Direct collaboration with Directors and influence over business direction
• Long-term progression and impact within the firm

If you’re interested in a discussion around this position, apply today.