Financial Services Operations Manager

AFH Financial Group; United Kingdom; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Flexible working

Holiday allowance

Birthday off

Annual leave buy/sell

Social events

Pension scheme

Health & wellbeing

Professional development

Shopping discounts

Job summary

AFH Wealth Management, a leading UK independent financial advisory and wealth management firm, is seeking a Financial Services Operations Team Manager to drive post-acquisition integration initiatives in a hybrid, full-time role in Bromsgrove.

You will lead cross-functional teams, develop end-to-end integration plans, manage data-driven insights and guide execution to ensure deals deliver strategic and financial objectives.

Qualifications

• Strong analytical skills with proficiency in Excel, Power BI and MS Office applications.
• Ability to analyse, cleanse and interpret complex data sets and communicate insights clearly.
• Proven experience managing and developing a team.
• Comfortable working in fast-paced, changing environments.

Responsibilities

• Build comprehensive integration plans aligned with deal terms and organisational priorities.
• Undertake due diligence to assess integration complexity, data readiness and identify potential risks.
• Lead, mentor and develop an integration team responsible for workstream execution, data analysis and project coordination.
• Guide the team in analysing client, financial and operational data to validate assumptions and support decision-making.
• Develop and manage end-to-end integration plans aligned with BAU operations processes.
• Translate complex data into workable data sets with clear insights and recommendations for executive leadership.
• Monitor progress against integration plans, proactively identifying risks and implementing mitigation strategies.
• Introduce data-driven methodologies to improve integration speed, quality and predictability.
• Carry out any other reasonable requests from Directors/Managers.

Job description

• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

Financial Serives Operations Manager - Integration Division

An opportunity to join AFH Wealth Management,oneof the UK’s leading independent financial advisory and wealth management firms.

We are looking for an Financial Serives Operations Team Manager who wishes to grow with us as a business and support our strong growth plans. This is afull-time, permanent opportunity with hybrid workingand in return, you will receive a competitive salary andrange of benefits.

The purpose of the Team Manager is to lead the planning, coordination, and execution of post-acquisition integration activities, ensuring that strategic, operational, and financial objectives are achieved. This role blends cross functional leadership, strong analytical capability, and people management.

The manager oversees an integration team responsible for driving workstreams, analysing data, and ensuring seamless alignment across the business.The ideal candidate is a strategic thinker and hands on operator who thrives in fast moving environments.

As aFinancial ServicesOperations Manager you will:

• Build comprehensive integration plans aligned with deal terms and organisational priorities
• Undertake due diligence to assess integration complexity, data readiness, and identify potential risks
• Lead, mentor, and develop an integration team responsible for workstream execution, data analysis, and project coordination.
• Guide the team in analysing client, financial and operational data to validate assumptions and support decision‑making
• Develop and manage end to end integration plans aligned with BAU operations processes
• Translate complex data into workable data sets with clear insights and recommendations for executive leadership.
• Monitor progress against integration plans, proactively identifying risks and implementing mitigation strategies.
• Introduce data driven methodologies to improve integration speed, quality, and predictability.
• Any other reasonable request made by a Director/Manager of the organisation

What we are looking for in our Ideal Financial Services Operations Team Manager:

• Strong analytical skills with proficiency in tools such as Excel, Power BI, and other MS applications
• Ability to analyse, cleanse and interpret complex data sets and communicate insights clearly.
• Proven experience managing and developing a team.
• Comfortable working in fast‑paced, changing environments.

Benefits and Perks at AFH

• Flexible working & holidays -Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks -To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension -We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme -All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing -The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development -We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts -Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.