Operations Manager NOT AVAILABLE

  • Location : London , United Kingdom

  • Salary : £45000.00 to £50000.00 per annum

  • Posted : 09/09/2021

  • Position: Full time

Job Description

Are you the experienced and highly capable Operations Manager we are looking for to make a huge impact on our business?

Can you help us double the size of our company in the next couple of years? Are you the person who is going to instil our core values and build and lead our team through the next, exciting stage of our development?

We are a busy and growing firm of City financial planners, advisers and mortgage brokers with ambitious plans for the future. We are part of the Quilter Group, and our office is in their London HQ. If your values meet ours and you can bring us experience gained in any type of operations or business management role, we’d love to hear from you. Please apply, we are waiting to be impressed by your application!

This is a fantastic opportunity to join an established financial services business that acts as a safe pair of hands for its loyal private clients. We guide them through the key stages in their lives from mortgages and house purchase to pension and investment planning. We are guided by our core values – help people to develop, stay calm, have aspirations for the future, be resilient, be valued advisers and enjoy the journey. In the complex world of financial services, we deliver a much-valued service and long-term customer service to our clients. We are ready and well-positioned for the next stage in our company’s development and have a brilliant role to offer the right individual.

This manager role opportunity will involve working with the managing director and the team to drive the business so that it meets its business plan objectives. The duties are varied, and you will have influence and management over the key areas of HR and team management, compliance and risk, marketing, project management budgeting and cashflow and ensuring we meet our business targets.

Key functions will be:

  • Coordinating and chairing management and review meetings.
  • Overseeing 3rd party relationships.
  • Monitoring and reviewing sales targets.
  • Ensuring a strong risk and controls strategy is in place.
  • File reviews and implementing regulatory changes.
  • Team reviews, 1-1s, recruitment and training, wellbeing HR management, team performance and team days and functions.
  • Budgeting, cashflow and income projections.

A full job specification is available on application.


Pension, study support with industry exams and ongoing training.

Essential Skills

  • At least two years business or team management experience gained from any industry. We’d be interested to hear from applicants with and without a background in financial services.
  • A good understanding of the workings of HR and running a team.
  • Highly organised, methodical and disciplined.
  • Strong communication skills – able to act as an integrator and liaise confidently with all people in the company.
  • Share our values.
  • Strong leadership and coaching skills, able to enable our team to be the best they can be.
  • Be focused to enable us to achieve our goals.
  • Emotionally intelligent.

Keywords: Financial Planning, Wealth, Advisers, IFA, Mortgage Brokers, Insurance, Planners, Operations, Practice Manager, Business Manager, HR, Pension, Retirement, Investment, Property, Project Management.

About Company

We are a City of London business, part of the renowned Quilter Group with our office based in Quilter’s London HQ. We specialise in helping London based corporate executives, small business owners and professionals with their financial planning needs. We have a strong set of core values, and our aim is to provide a valued holistic financial planning service to mass affluent, time poor London professionals. We accompany our clients on their journey with us which often starts with mortgage advice and moves to wealth management and other complex financial advice needs. We are a great business run by ambitious and resilient individuals and have a clear plan for our growth over the next few years.

We are using a third-party recruiter to assist us with this vacancy, please do apply through the advert and not to us directly as your application may be missed if you do. Please, no agencies.

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