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Operations Manager

  • Salary: £45000 - £55000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Operations
  • Job type: Permanent
  • Date posted:
    08 Jan 2021
  • Job reference: 35012

I am currently working exclusively with a growing chartered IFA practice with three offices currently in Midlands, East Midlands and London, the business has grown from inception in 2012 through the acquisition of smaller practices over the last 7 years and are now planning its next phase of development, which will include the development including integration of new acquisition and a new rewards package.

To bolster its processes and procedures in order to maintain consistency and control, given the challenges faced with moving from small to a medium size business my client is now looking to recruit an Operations Manager, to manage all non-advising staff, change and reline the company framework and processes.


  • As Operations Manager role, with additional line management responsibility for marketing, systems and recruitment
  • Reporting to the board once a quarter, this role will report in to the MD of the business
  • Responsible for the back office staff across 3 offices, with 3 direct reports in to this function
  • Implement changes across the FS business, including process review and redesign across all back office systems
  • Integrating the new acquisitions, including developing coaching and training new staff members

Relevant skills

  • Good understanding of UK financial service products, AML, GDPR
  • Experienced Senor Manager within a medium sized IFA firm
  • Qualified or working towards Level 4 Diploma - ideal
  • Strong communicator and motivator
  • Familiar with IO back office system

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