Operations Manager

Lord Search & Selection; Lancashire; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading financial services brokerage seeks an Operations Manager to enhance operational processes and lead performance in a growing environment. The ideal candidate will have a strong background in mortgage and protection, with proven skills in process improvement and team management. This is a strategic role involving close collaboration with leadership to drive efficiencies and business performance.

Qualifications

• Proven experience in an operations or sales operations role within mortgage & protection or wealth management.
• Strong understanding of FCA compliance and UK financial services regulation.
• Experience in scaling processes within a growing SME.

Responsibilities

• Audit, improve and automate internal processes, especially around lead extraction.
• Track KPIs, deliver dashboards, and provide actionable insights to guide growth.
• Manage and develop Advisors & Administration staff.

Skills

Process Improvement

CRM Knowledge

Data-Driven Decision-Making

Stakeholder Influence

Job description

Operations Manager - Rochdale - full-time, office-based

GBP45,000 - GBP60,000 DOE + Bonus

Are you an Operations Manager with a gift for improving processes and systems?

Are you commercially savvy and strategic in equal parts?

Ready to make your mark on a growing financial services business?

Yes? Well, we'd like to hear from you!

An ambitious and well-respected mortgage & protection brokerage, has got growth and expansion set in it's sight and they need a talented Operations Manager on board to help them turn their plans into reality. This brokerage is backed by a strong pipeline of high-quality leads through a trusted partnership, and they're known for delivering exceptional advice and outcomes for their clients.

The Operations Manager will lead the way in streamlining processes, driving lead performance, and enabling long-term growth. This is a hands-on and strategic role for an experienced operations leader from the mortgage and protection or wealth management sector. You ll work closely with directors, advisors, and the support team to optimise lead management, improve operational workflows, and elevate business performance.

What you'll be doing

• Audit, improve and automate internal processes, especially around lead extraction, tracking, and conversion
• Enhance lead nurturing processes from established partnership and other channels
• Oversee and improve CRM usage, data quality, and client journey workflows
• Lead the adoption of systems/tools to support automation, reporting, and scalability
• Track KPIs, deliver dashboards, and provide actionable insights to guide growth
• Manage and develop Advisors & Administration staff, embedding a culture of continuous improvement

About You:

• Proven experience in an operations or sales operations role within a mortgage & protection or wealth management environment
• Track record of process improvement and delivering business efficiencies
• Strong understanding of FCA compliance and UK financial services regulation
• Tech-savvy with CRM knowledge and data-driven decision-making skills
• Confident communicator with the ability to influence stakeholders
• Experience in scaling processes within a growing SME
• Familiarity with Lean, Six Sigma, or similar methodologies would be a HUGE bonus

Ready to take on the challenge? Get in touch with Sophie or Sarah at Hardy Booth Recruitment for more information or apply today.

Disclaimer
Hardy Booth Recruitment Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role.