Operations & Delivery Lead - Wealth Management, Hybrid

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

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.