Operations Manager - Financial Planning

Recruitment Rebellion; Stockport; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Company pension with salary sacrifice

Supportive experienced team

Autonomy and visibility to impact

Job summary

Recruitment Rebellion is seeking an experienced Operations Manager for a Chartered financial planning firm in Stockport. You will lead across people, projects, systems and processes to turn strategic priorities into actionable outcomes.

The role focuses on bringing structure, accountability and momentum to ambitious growth plans, with a strong emphasis on collaboration with the business owner and teams.

Qualifications

• Must come from a wealth management or financial planning firm and have experience in a similar operational role.
• Strong people leadership experience and a track record of implementing change.
• Organised, commercially aware and capable of managing projects and competing priorities.

Responsibilities

• Lead across people, projects, systems and processes to translate strategy into practical priorities.
• Ensure priorities are delivered with accountability and momentum.
• Coordinate internal improvements, supplier management and technology/automation initiatives.

Skills

Wealth management experience

Financial planning experience

People leadership

Change implementation

Project management

Job description

Some Operations Manager roles are about keeping things ticking over.

This one is about helping move a business forward.

We're recruiting for an established, independent Chartered financial planning firm in Stockport that has ambitious plans for its future.

They're looking for an experienced Operations Manager who has already worked within a wealth management or financial planning business in a similar operational role and understands the environment, the people and the standards that come with it.

You'll work closely with the business owner, helping turn ideas into action and making sure the things the business wants to achieve actually happen.

This is an opportunity to sit at the heart of the firm, bringing structure, accountability and momentum to its plans.

The opportunity

This is a broad leadership role rather than a narrow operational one.

You'll work across people, projects, systems and processes, helping translate the firm's longer-term strategy into practical priorities and making sure those priorities are delivered.

That could mean improving an internal process, coordinating a business-critical project, developing members of the team, managing suppliers or helping the firm explore how technology, automation and AI could make it even better.

You don't need to be the technical expert in every area.

You do need to be the person who can bring people together, create clarity and get things moving.

About the firm

They're an independent, privately owned Chartered financial planning business with long-standing client relationships, some spanning decades.

It's an established and respected firm, but one that is very much looking forward.

The business has ambitious growth plans while remaining committed to its independence, its clients and the values it has been built around.

You'll therefore be joining somewhere with a strong foundation — but plenty of opportunity to influence what comes next.

What we're looking for

First and foremost, you'll need to come from a wealth management or financial planning firm and already have experience working in a similar operational role.

That sector experience matters. You'll understand how a financial planning business operates and be able to bring that knowledge with you from day one.

Alongside that, we're looking for strong people leadership experience and evidence that you've successfully implemented change and improved business performance. You'll be organised, commercially aware and comfortable managing projects and competing priorities.

Just as importantly, you'll have the confidence to challenge constructively, communicate well with different people and turn conversations and ideas into tangible action.

An interest in technology, automation and AI would be particularly welcome

What's in it for you?

• 25 days' holiday plus Bank Holidays, with additional entitlement for loyalty
• Company pension with salary sacrifice options
• A supportive, experienced team
• The autonomy and visibility to make a meaningful impact

If you're already working within wealth management or financial planning and you're looking for an Operations Manager role where you can genuinely influence the future of a business rather than simply maintain it, we'd love to hear from you.