Operations and Delivery Lead

AFH Financial Group; Bromsgrove; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Flexible working

Pension scheme

Discretionary bonus

Health and wellbeing

Job summary

AFH Wealth Management, Bromsgrove Head Office, is looking for an Operations and Delivery Lead to work with the Group Operations Director. You will diagnose issues, gather data, and develop actionable recommendations to drive delivery across priority areas.

The role is full-time and permanent with hybrid working. AFH offers a competitive salary and a wide range of benefits as part of its growth plans.

Qualifications

• Experience in financial services, wealth management or regulated environments is advantageous.
• Strong analytical and problem-solving skills with the ability to simplify complex issues.
• Excellent written communication, including concise briefing notes and executive summaries.

Responsibilities

• Undertake structured reviews of operational areas and opportunities as directed by the Group Operations Director.
• Gather, test and analyse information from systems, documentation, stakeholders and performance data.
• Identify root causes, dependencies, risks and opportunities for improvement.
• Develop recommendations and implementation plans for senior review.
• Lead or support implementation of agreed solutions, ensuring actions are owned and delivered.
• Produce delivery plans, status updates and escalation points as required.
• Ensure changes are embedded and sustained by the relevant business area.
• Provide flexible senior support on priority initiatives and business improvement work.

Skills

Issue diagnosis

Analytical thinking

Planning & delivery

Stakeholder engagement

Concise briefing

Commercial awareness

Problem-solving

Job description

Location: Bromsgrove Head Office with hybrid working

Contract type: Permanent

Hours: Full-time

This is an exciting opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client‑centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full‑time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

The role:

The purpose of this role is to work closely with the Group Operations Director to provide senior‑level capacity, insight and delivery support across priority operational matters. The role is designed for someone who can be deployed quickly into defined areas of work, establish the facts, understand the root causes of issues, develop practical recommendations and then lead or support implementation through to completion.

As our Operations and Delivery Lead, you will typically:

• Undertake structured reviews of specific operational areas, processes, issues or opportunities as directed by the Group Operations Director
• Gather, test and analyse information from systems, documentation, stakeholder interviews, performance data and operational observation
• Identify root causes, constraints, dependencies, risks and opportunities for improvement
• Develop recommendations, implementation plans and decision papers for senior review
• Lead or support implementation of agreed solutions, ensuring actions are owned, tracked and delivered
• Produce simple delivery plans, action logs, status updates and escalation points as required
• Ensure implemented changes are embedded, understood and capable of being sustained by the relevant business area
• Provide flexible senior support on priority initiatives, operational pressures, remediation activity or business improvement work
• Maintain a strong understanding of operational performance, service standards, risks and improvement priorities.

What we are looking for in our ideal Operations and Devilvery Lead:

• Ability to diagnose operational issues, analyse information and convert findings into action
• Understanding of operational controls, process improvement, risk management and service delivery
• Financial services, wealth management or regulated environment experience would be advantageous
• Strong analytical and problem‑solving skills, with the ability to simplify complex issues
• Excellent written communication, including concise briefing notes, recommendations nd executive summaries
• Confident verbal communication and the ability to ask effective questions during fact‑finding
• Strong planning, prioritisation and delivery discipline
• Commercial awareness and sound judgement when balancing risk, cost, service and practicality
• Ability to build trust quickly with stakeholders at different levels of the organisation

What AFH can offer - Perks & Benefits:

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Pension - We offer a contributory pension scheme with Royal London, as well as death‑in‑service benefit.
• Loyalty Bonus Scheme - AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15 and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3‑week holiday.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• 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.
• 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.
• Salary sacrifice schemes - Various salary sacrifice schemes such as Electric Vehicle Scheme or Charity Giving.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.

We look forward to hearing from you!