Financial Planning Ops Leader — SOPs, Offshore Teams, Remote

atomos wealth; West of England; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Job summary

atomos wealth is seeking a Central Operations Manager to lead our South African Financial Planning operations from Bristol or remotely within the UK. You’ll manage two Team Leaders and a 13-person team, ensuring high-quality, efficient delivery of Financial Planning support activities.

This leadership role focuses on developing robust SOPs, embedding quality frameworks, and driving consistency while aligning with regulatory and risk requirements across geographically dispersed teams.

Qualifications

• Significant experience within Financial Planning operations.
• Proven experience managing managers, Team Leaders or equivalent leadership roles.
• Strong track record of developing, implementing and embedding Standard Operating Procedures (SOPs).
• Deep understanding of Financial Planning workflows and operational processes.
• Experience leading geographically dispersed or offshore teams.
• Strong operational improvement and process optimisation experience.
• Experience creating quality checking frameworks and service standards.
• Excellent stakeholder management and influencing skills.
• Strong analytical and problem-solving capability.
• Comfortable operating in a fast-paced, evolving environment.

Responsibilities

• Lead, coach and develop two Team Leaders responsible for 13 team members across two operational teams.
• Drive a high-performance culture through clear objectives, accountability and regular performance management.
• Develop, document and continuously improve SOPs across Financial Planning operations.
• Review and optimise operational workflows to improve efficiency, quality and scalability.
• Create and maintain quality assurance frameworks to ensure consistent standards.
• Use MI and operational data to identify trends, risks and improvement opportunities.
• Partner with UK stakeholders to improve service delivery and operational effectiveness.
• Ensure operational processes support regulatory and risk requirements.
• Lead change initiatives and successfully embed new ways of working.
• Build strong working relationships between UK and South African teams.

Skills

Managing managers

SOP development

Financial Planning ops

Stakeholder mgmt

Process optimization

Offshore teams

Performance coaching

Quality frameworks

Data analytics

Leadership

Job description

atomos wealth is seeking a Central Operations Manager to lead our South African Financial Planning operations from Bristol or remotely within the UK. You’ll manage two Team Leaders and a 13-person team, ensuring high-quality, efficient delivery of Financial Planning support activities.

This leadership role focuses on developing robust SOPs, embedding quality frameworks, and driving consistency while aligning with regulatory and risk requirements across geographically dispersed teams.