Operations Manager

Truestar Talent®; Taunton; Hybrid; GBP 48,000 - 80,000; Full time

Job summary

Truestar Talent® is partnering with a well established financial planning business to recruit an Operations Manager for the wealth management support operation. You will own the paraplanning team and the wider operational processes that support advisers and planners.

The role offers the chance to shape how the organisation operates, improve how teams work together and leverage technology to drive future development. Hybrid working is available with a mix of in-office and remote days.

Qualifications

• Experience in Financial Planning or Wealth Management environment.
• Experience managing people and operations.
• Understanding of how Advisers, Planners, Paraplanners and service teams collaborate.
• Ability to review processes and drive improvements.
• Interest in tech, automation and AI to improve efficiency.
• Ability to translate ideas into practical, deliverable plans.
• Strong communication and relationship-building skills.

Responsibilities

• Lead and develop the Paraplanning team and ensure high performance.
• Improve workflow between Advisers, Planners and Paraplanning.
• Own processes, identify inefficiencies and implement improvements.
• Introduce structure, consistency and accountability across operations.
• Explore tech, automation and AI to enhance delivery and cut admin.
• Coordinate with external paraplanning providers for collaboration.
• Foster cross-team communication and joined-up service delivery.
• Translate operational needs into effective solutions with colleagues.

Skills

Financial Planning

Wealth Management

People management

Operational improvement

Technology & AI in ops

Communication

Job description

We are working with well established financial planning business, whose primary focus is whole of market financial advice with client care at it's center.

About the Role

The business is looking for an Operations Manager to take ownership of its wealth management support operation.

This is an exciting opportunity for someone who enjoys looking at how things work, spotting opportunities to improve them and turning good ideas into practical changes that make a real difference.

With the management responsibility for the Paraplanning team and the wider operational processes that support Financial Advisers and Financial Planners, you will have the opportunity to influence how this IFA business operates, how teams work together and how technology can support its future development.

This is a role where your ideas, initiative and experience will genuinely matter.

What makes this opportunity different?

The financial planning business is at an important point in its development, creating an opportunity for someone to take a fresh look at its existing processes, identify opportunities and help shape what comes next.

This is a varied role, with the freedom to look beyond established routines and make improvements that benefit both the team and the wider business.

Responsibilities

You will take a hands-on approach to managing and developing the Financial Planning support operation, ensuring the Paraplanning team has the structure, processes and support it needs to deliver an excellent service.

Your Operations Management responsibilities will include

• Leading and developing the Paraplanning team, supporting individuals to perform at their best and creating an environment where people can develop and contribute ideas
• Reviewing and improving workflow between Financial Advisers, Financial Planners and the Paraplanning team
• Taking ownership of existing processes, identifying inefficiencies and implementing practical improvements
• Introducing greater structure, consistency and accountability across operational activities
• Exploring opportunities to improve the delivery of paraplanning and the wider client service experience
• Managing relationships with external paraplanning providers and ensuring effective collaboration
• Identifying opportunities to use technology, automation and AI to improve processes, reduce unnecessary administration and support better ways of working
• Bringing teams together, strengthening communication and encouraging a more joined-up approach to service delivery
• Working with colleagues to understand operational needs and translate these into effective solutions

Where will you be working?

This financial planning company is based in a modern office environment with a flexible hybrid working arrangement. The longer-term expectation is generally one to two days per week in the office, with flexibility around the remainder of the working week.

Could this be the right next step for you?

Whatever has brought you to consider your next move, this is an opportunity to use your experience, curiosity and initiative to make a lasting contribution.

Required Skills

• Experience in Financial Planning, Wealth Management or a related professional services environment
• Experience managing people, processes or operational activities
• A good understanding of how Financial Advisers, Financial Planners, Paraplanners and client service teams work together
• The confidence to review established processes and identify opportunities for improvement
• An interest in technology, automation and AI, with a practical understanding of how these could enhance operational efficiency
• The ability to turn ideas into achievable plans and deliver meaningful improvements
• Strong communication and relationship-building skills, with the ability to bring people along with you

Pay range and compensation package

• Up to £80,000 basic and benefits

This is a role where your ideas, initiative and experience will genuinely matter.