Operations Manager; Financial Planning

Operations Manager (Financial Planning)

Location:

Birmingham

Salary: £50,000 – £65,000

NJR Recruitment are supporting a highly reputable professional Wealth Management organisation who have an excellent opportunity for an experienced Operations Manager to join their growing and vibrant business.

Our Client are a boutique Firm of Financial Planners and this will be a key role to ensure the smooth, efficient and compliant running of day-to-day business functions, while driving continuous improvement and supporting long-term strategic goals.

This is an excellent opportunity for an operational leader with strong people management skills, commercial awareness and a passion for process excellence, given the level of this role you will need to have previous experience within a Managerial capacity Within the Wealth Management industry.

The Operations Manager will oversee daily business activities to ensure efficiency, productivity and cost-effectiveness. The role includes managing budgets, coordinating staff, optimising workflows, ensuring compliance, analysing performance (including business MI and adviser KPIs) and supporting the firm’s strategic objectives.

You will combine hands-on operational leadership with strategic oversight and project involvement where required.

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