Operations Manager - Financial Advice

Operations Manager - Financial Advice

Make sure to apply with all the requested information, as laid out in the job overview below.

London EC1A
£45,000 – £55,000 + Bonus & Benefits

We’re looking for an experienced Operations Manager to oversee day-to-day business operations, ensuring efficiency, compliance, and profitability, of our Independant Financial Advisory business. This role bridges strategy and execution, supporting business growth and smooth internal processes.

Key Responsibilities

Finance & Operations

* Oversee income reconciliation, payroll, and bank reconciliation

* Support management accounts and financial reporting

* Manage CRM systems and third-party tech stack

Compliance & Regulation

* Ensure FCA and regulatory compliance (GABRIEL, PII, CPD, T&C)

* Liaise with compliance consultants and regulatory bodies

* Monitor file reviews and management information (MI)

* Lead internal committees and adviser reviews

HR & Administration

* Manage recruitment, contracts, and staff reviews

* Oversee incentives and team performance

* Support business planning, board meetings, and IT/security

* Coordinate marketing activity and supplier relationships

About You

* 5+ years’ experience in operations or senior admin within a regulated financial environment

* Experience managing teams

* Degree educated (preferred)

* Professional qualifications xwzovoh (Level 4 Diploma, Prince2, or accounting – desirable)

* Strong Excel and financial systems knowledge

You’re organised, detail-oriented, proactive, and a strong team player with a positive, can-do attitude.

Benefits

* Quarterly bonus (up to £11,000 p.a.)

* Private medical & travel insurance

* Gym membership

* Excellent pension

* Flexible working (2 days from home)

* Generous holiday allowance