Operations Manager - Financial Advice

Operations Manager - Financial Advice 📍 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 (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