Job Title: Operations Manager

Industry: Financial Services

Location: Bristol

Salary: £55,000-£70,000 (negotiable)

Job Reference: 10649

Job Description:

Are you an experienced Operations Manager or Client Services Manager looking for your next opportunity? At Recruit UK, we're working with an ambitious and growing wealth management firm in Bristol, supporting them in their search for an Operations Manager.

This is an exciting opportunity to take ownership of day-to-day operations across both financial planning and investment management, leading administration and paraplanning teams while helping to shape the future growth of the business.

As Operations Manager, you'll play a key role in improving processes, developing people, implementing new technologies and ensuring the smooth running of operations across multiple offices.

The firm is looking for someone who enjoys taking ownership, driving positive change and working closely with senior leadership. You'll have the opportunity to make a genuine impact within a growing business, with involvement in business transformation, technology improvements and future acquisitions.

Duties will include but not limited to:

• Lead, manage and develop administration and paraplanning teams, ensuring high standards of service and performance
• Oversee day-to-day operations across financial planning and investment management
• Review and improve internal processes, workflows and operational efficiencies
• Support the implementation of new systems, technology and automation to improve productivity
• Ensure consistent processes and service standards across multiple office locations
• Manage and develop operational procedures, controls and reporting
• Work closely with senior management to support business growth and operational strategy
• Support recruitment, onboarding, training and development of operational team members
• Maintain oversight of back-office systems, CRM platforms and investment management technology
• Work alongside compliance teams to ensure regulatory requirements and operational controls are maintained
• Support the integration of acquired businesses and client books
• Identify opportunities to improve client experience and overall service delivery

Benefits:

• Market leading salary, dependent on experience, negotiable to the candidate
• Opportunity to join an ambitious and growing wealth management business
• Flexible working arrangements, with scope for hybrid working
• Paid travel
• Bonus scheme
• Pension / DIS / Health
• Opportunity to shape operational processes and business improvements

Skills and experience required:

• Previous experience in an Operations Manager, Client Services Manager, Head of Administration or similar leadership role within financial services
• Strong background within financial planning, IFA or wealth management, ideally with exposure to investment management
• Experience managing and developing administration or paraplanning teams
• Good understanding of financial planning processes, client servicing and operational workflows
• Experience improving processes, implementing changes and driving operational efficiencies
• Strong knowledge of back-office systems, ideally Intelliflo
• Understanding of FCA regulatory requirements and compliance procedures
• Confident working with senior stakeholders and managing competing priorities
• An interest in technology, automation and improving business processes
• Proactive, adaptable and comfortable working within a growing business
• A Level 4 Diploma or relevant professional qualification would be advantageous but is not essential