Operations Manager; Wealth Management

OPERATIONS MANAGER (WEALTH MANAGEMENT) - BIRMINGHAM

We are seeking an experienced and proactive Operations Manager to oversee the smooth running of our client's business activities. This role is ideal for someone who thrives on improving processes, leading teams, and ensuring operational excellence across all functions. You will play a key part in supporting the organisation’s strategic goals by driving efficiency, maintaining compliance, and enhancing overall performance.

• Operational Management: Ensure high-quality delivery of services and oversee daily business operations.
• Financial Oversight: Manage operational budgets, monitor expenses, and support reporting and audit activities.
• Compliance &
  
  Risk Management:
  
  Ensure all operations meet regulatory requirements, industry standards, and internal policies.
• Process Improvement: Review and optimise workflows to increase efficiency, implementing new processes where required.
• Team Leadership: Lead, motivate, and develop a team of seven, setting clear objectives and fostering a productive, positive environment.
• Technology & Innovation: Identify and integrate new tools and software (e.g., CRM systems) to automate tasks and support operational growth.
• Performance Monitoring: Track KPIs, conduct quality checks, and ensure operational targets are consistently met.

• Strong knowledge of operations management principles and best practice.
• Excellent leadership and communication skills, with the ability to engage and motivate teams.
• Adaptability and strong organisational skills, with the ability to manage multiple priorities in a fast-paced environment.
• Confident problem-solver with sound decision-making abilities, even under pressure.
• High attention to detail, particularly within financial and compliance-related tasks.
• Experience improving operational processes and workflows.
• Background in recruiting, training, and supervising staff.
• Experience in professional services is required; experience in financial planning is advantageous but not essential.
• Several years’ experience in an operations management role.