Operations Manager NOT AVAILABLE

  • Location : Glasgow , United Kingdom

  • Salary : £45000.00 to £55000.00 per annum

  • Posted : 07-10-2021

  • Position: Full time

Job Description

Are you the unique individual we are looking for to help us shape the future of our business and be rewarded for the integral part you will play?

Can you be our Operations Manager, the person who will bind the various parts of our company together so that we run as a smooth operation and achieve our business objectives?

We need a leader who is going to challenge the status quo and make things happen. If wearing multiple hats at the same time is what you thrive at, please get in contact.

The role is all encompassing. You will be validating the MD’s ideas, chairing our meetings, implementing the business plan, managing operations, undertaking projects, ensuring we have the right people in the right jobs and running HR and ensuring we meet our high standards of compliance. 

We are a great business to be part of and we have a fantastic opportunity on offer. We are appealing to experienced operations, business or people managers with either a financial service / wealth management background or from any industry where organisation, operations, integration and people have played a big part of your role. Make a success of this role and you could be one of our shareholders in the future.

We are different to other financial planning firms, because for us it’s not all about money, we help our clients connect with their wealth and make life changing decisions. We are passionate about what we do and if you share our passion, we want to hear from you!

This is a role that is going to suit someone with excellent people and communication skills, a keen eye for figures and superior organisational ability. Reporting straight to the MD, this role requires gravitas and leadership. We are so keen to hire someone with the right skills that we’ll consider any background. If you’ve worked in financial services all the better but we’re equally open to hiring someone with no real knowledge of financial planning or investment.

The duties are wide and varied and will fall under the following categories:

  • Leadership
  • Operations
  • Project Management
  • HR
  • Compliance
  • IT

A full job spec with a complete list of duties is available on application.


20 days holiday plus Scottish Bank holidays plus paid holiday between Christmas and New Year, one day per week remote working with the possibility to increase this, 5% pension contribution. We also work a four-hour Friday if the week's work is done and the business is in a position to finish early.

Essential Skills

  • A minimum of two years business and team management experience. 
  • Excellent knowledge of the broad principles and issues concerning HR management.
  • Strong IT skills.
  • First-class communication and people skills.
  • A positive attitude and willing and happy to assist and develop others.
  • Good coaching skills.
  • Highly organised, methodical, analytical and disciplined
  • Strong emotional intelligence.
  • Passionate about client service.
  • The ability to challenge the status quo.
  • Possess the business skills required to ensure we deliver on our plan.

Keywords: Team Leader, Financial Planning Manager, Practice Manager, People, HR, Human Resources, Coaching, Superviser, Integrator, Team, Business Plan.

About Company

We are an established financial planning firm with both Chartered and Accredited status.  We are passionate about people and our client journey starts with conversations that are thought provoking, inspiring, engaging, meaningful and challenging. We are guided by our core values that everyone at our business lives by:

  • We pride ourselves in doing what is right for the client every time.
  • We are continually pushing ourselves to raise the bar in everything we do.
  • We only work with clients where we believe we can add value.
  • We hate bullshit so will always be open and honest even if it means having to hold difficult conversations.
  • We believe great financial planning is life-changing.

We predominantly serve the needs of business owners and senior executives with reasonably complex affairs. Our typical client is in their 50s or 60s and has made lots of sacrifices throughout their own lives to follow their own cause or passion. Our cause and passion is to inspire our clients to live the best life they can lead whilst they are fit and well. We do this through proper financial planning or lifestyle focused planning.

We are using a third-party recruiter to assist us with our recruitment process. Please do apply through the advert rather than to us directly as we wish to co-ordinate all the applications in the same place. Please, no agencies.

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