Operations Manager

Recruitment Rebellion; Worcester; On-site; GBP 40,000 - 55,000; Full time

Job summary

A respected financial planning firm in Worcester is seeking an experienced Operations or Practice Manager to lead a small team and ensure exceptional service standards. You will play a vital role in shaping processes and driving growth within a collaborative environment. Ideal candidates are highly organized and possess strong communication skills. This position offers a chance to impact a valued team culture.

Benefits

Impactful role in a small firm

Supportive team culture

Car parking

Picturesque office location

Qualifications

• 2+ years experience in a team management or operations role, ideally in a professional services or financial planning environment.
• Strong IT skills and familiarity with HR processes and regulatory considerations is desirable.
• Experience in client communications, marketing, or business development is a bonus.

Responsibilities

• Act as the link between the Principal and the rest of the team.
• Lead a small team and ensure high standards of service.
• Support company growth and client service standards.

Skills

Highly organised and detail-oriented

Clear and confident communicator

Positive and proactive mindset

Ability to lead and support a small team

Confident in handling sensitive matters

Tools

Microsoft Office

CRM systems

Job description

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Can you help shape the future of a Top Rated Financial Planning firm?

Are you highly organised, detail-oriented and can you lead, support, and develop a small team?

Whats in it for you?

• The chance to make a real impact in a respected, small firm where your ideas are valued.
• A supportive team culture built around our core values.
• Car parking and a beautiful Listed office building in central Worcester (just a short walk from the station).

The opportunity

Britannic Place Financial Management in Worcester is offering an exciting opportunity for an experienced Operations or Practice Manager to join our award-winning Chartered Financial Planning firm. You will be the operational backbone of our business - shaping processes, leading a small team, and ensuring we deliver an exceptional service to our valued clients. If you're highly organised, people-focused, and ready to make a real impact, we'd love to hear from you.

Who are we looking for?

You will act as the vital link between our Principal and the rest of the team, ensuring the firm runs smoothly, compliantly and with excellence. You will play a hands-on role in helping to develop and execute our growth plans, nurture our client service standards, and support a collaborative and high-performing team culture.

Skills & Attributes

• Highly organised and detail-oriented, with strong analytical thinking.
• Clear and confident communicator (verbal and written).
• Positive and proactive mindset, with a collaborative approach.
• Ability to lead, support, and develop a small team.
• Confident handling sensitive matters including HR, compliance, and business operations.

Experience

• 2+ years experience in a team management or operations role, ideally in a professional services or financial planning environment.
• Strong IT skills including Microsoft Office and CRM systems.
• Familiarity with HR processes and regulatory considerations is desirable.
• Experience in client communications, marketing, or business development is a bonus.

Our Core Values

We live by our core values, and we want to hear from you if you believe in them too. Here they are:

• Knowledge we always strive to learn new things, improve our skills, and obtain the highest levels of professional qualifications. Our knowledge is our power.
• Honesty and Integrity we hold ourselves to high moral and ethical standards, which results in relationships built on trust, allowing us to accomplish more together.
• Collaboration we believe that the best outcomes can only be achieved by adopting a collaborative approach to all that we do.
• Accountability we believe in the importance of taking individual and collective ownership of tasks to achieve agreed goals and objectives.
• Balance we believe that creating and maintaining a healthy work-life balance is essential for all.

Interested?

This vacancy is being managed by Recruitment Rebellion Limited.

Our recruitment process is designed to be inclusive, transparent, and fair. If you require any adjustments, please let us know.

To give your application the best chance:

• Make sure you meet the essential criteria and have the right to work in the UK.
• Tailor your CV to this role, highlighting your relevant experience and achievements.
• Submit a clear, concise, and up-to-date CV.