Head of Operations

Clayton Davies Ltd; Sheffield; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading wealth management firm in Sheffield is seeking an experienced Head of Operations to guide their operational strategy and support efficient service delivery. Responsibilities include overseeing operational functions, ensuring regulatory compliance, and developing high-performance teams. The ideal candidate will have a background in operational management, strong leadership capabilities, and a thorough understanding of industry regulations.

Qualifications

• Experience in operational management within the wealth management sector.
• Strong leadership skills with a track record in mentoring teams.
• In-depth knowledge of FCA regulations and compliance.

Responsibilities

• Oversee all operational functions, including client servicing and compliance.
• Lead, mentor, and develop the operations and administrative teams.
• Drive process improvement and operational efficiency across the business.

Job description

Our client is a leading wealth management firm dedicated to helping individuals, families, and businesses achieve their long-term financial goals. As they continue to grow, they are seeking a dynamic and experienced Head of Operations to join their leadership team and play a key role in shaping the next phase of their growth.

As Head of Operations, you will take ownership of the firm’s operational strategy, infrastructure, and delivery. You’ll be responsible for ensuring that the business runs efficiently, compliantly, and profitably — enabling advisers and support teams to focus on delivering outstanding service to clients.

You will work closely with the Board to drive operational excellence, implement scalable systems, and support the development of a high-performance culture.

Role and Responsibilities

• Oversee all operational functions, including client servicing, compliance, HR, finance, and technology.
• Lead, mentor, and develop the operations and administrative teams.
• Drive process improvement and operational efficiency across the business.
• Ensure regulatory compliance in line with FCA requirements and internal standards.
• Partner with advisers and leadership to improve client experience and service delivery.
• Manage relationships with external partners, including platforms, providers, and technology vendors.

Develop a...