Director of Operations

IDEX Consulting Ltd; Glasgow; On-site; GBP 80,000 - 110,000; Full time

Job summary

IDEX Consulting Ltd in Glasgow is seeking a Director of Operations – Wealth Management to lead the day-to-day operational performance and develop the teams supporting Financial Planners. The role combines strong people leadership with excellent operational and commercial judgement to support continued growth.

You will shape the operational function, ensuring service standards, controls and processes align with the firm’s growth strategy and client-centric approach.

Qualifications

• Significant leadership experience in wealth management or financial planning.
• Proven ability to manage change and make decisions at senior levels.
• Strong understanding of operational support within financial services.

Responsibilities

• Lead operational and support teams to deliver high performance.
• Ensure strong support for Financial Planners and client service standards.
• Drive efficiency by improving processes and ways of working.
• Develop a high-performance culture with clear accountability.
• Manage performance through regular 1:1s and appraisals.
• Support recruitment and succession planning for the team.
• Collaborate with senior stakeholders to align operations with growth strategy.
• Maintain robust, compliant processes focused on clients.

Skills

Leadership

Operational management

Wealth management

Job description

Director of Operations – Wealth Management

Glasgow | Senior Leadership Opportunity | Highly Competitive Package

An exceptional opportunity has arisen to join a growing and ambitious wealth management business in a key leadership position.

We are looking for an experienced Director of Operations to take responsibility for the day-to-day operational performance of the business, leading and developing the teams that support its Financial Planners and ensuring clients continue to receive an outstanding level of service.

This is a highly visible role within the senior leadership team and will suit someone who combines strong people leadership with excellent operational and commercial judgement.

The role

You will have responsibility for leading the operational function, creating an environment where people perform at their best and where processes, service standards and controls support the continued growth of the business.

Your responsibilities will include:

• Leading, motivating and developing operational and support teams
• Ensuring Financial Planners receive a consistently high level of support
• Driving operational efficiency and identifying opportunities to improve processes and ways of working
• Developing a high-performance culture with clear accountability and service standards
• Managing performance through regular 1:1s, coaching and appraisals
• Supporting recruitment, succession planning and the continued development of the team
• Working closely with senior stakeholders across the wider business
• Ensuring operational processes remain robust, compliant and client focused
• Playing a key role in delivering the firm's wider growth strategy

Who are we looking for?

You will already have significant leadership experience within wealth management, financial planning or a closely related financial services environment.

You’ll be an accomplished people manager who is comfortable leading experienced teams, managing change and making decisions.

Just as importantly, you’ll understand what excellent operational support looks like within a financial planning business and how the right structure, processes and culture can enable advisers to grow and deliver an exceptional client experience.

Why consider this opportunity?

This is much more than a traditional operations management position.

It is an opportunity to take on a senior and influential leadership role within a growing wealth management business, with genuine scope to shape how the operation develops as the organisation continues to expand.

For an experienced wealth management leader looking for their next senior career move in Glasgow, this is an opportunity well worth exploring.