Operations Manager – Technology Consulting (Financial Services)

JR United Kingdom; London; On-site; GBP 50,000 - 75,000; Full time

Job summary

A small financial technology consultancy in London seeks an Operations Manager to oversee daily operations and lead a team. This role involves ensuring process improvements to enhance efficiency and reduce risk, while managing tasks like invoicing and HR responsibilities. Candidates should have relevant operational experience, leadership skills, and proficiency with Microsoft tools and CRM platforms.

Qualifications

• Experience in an operational role within consulting or financial services.
• Good knowledge of Microsoft tools (Outlook, Excel, PowerPoint).
• Experience with contracts and legal documents.

Responsibilities

• Manage day-to-day operational activities of the team.
• Improve processes and procedures for efficiency.
• Support HR and onboarding clients.

Skills

Team Leadership

Operations Management

Risk Management Principles

Continuous Improvement

Knowledge of Payment Systems

Microsoft Tools

Ability to Work with Senior Management

Education

Degree or degree equivalent qualification

Tools

CRM Platform

Job description

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Operations Manager – Technology Consulting (Financial Services), london

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Client:

psd group

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Operations Manager – Technology Consulting (Financial Services)

Our client is a small financial technology consultancy providing advisory and implementation services and works with clients predominantly in the investment management sector.

Due to strong growth over the past couple of years the company is looking to hire an Operations Manager, reporting to the Chief Operating Officer. The role will have overall responsibility of the day-to-day operational activities for the company and will involve managing a small team of 3 people. The team support a range of activities, from consultant work assignment admin, invoicing, travel arrangements, service agreements with consultants and clients, onboarding new clients, HR matter, preparing board meeting papers, managing their core CRM system, and contributing to sales and marketing material and presentations. The team also deliver small to medium operationally focused projects (ops continuous improvement initiatives).

The day-to-day operational activities cover the following key functions:

• Invoicing
• Payments
• Contracts & Assignments
• Run-the-business
• HR & People
• Marketing & External Communication

The organisation are looking for someone to manage the day-to-day delivery of the operations team but also improve the processes and procedures in place resulting in greater efficiency and reduced risk.

Skills and Experience Required:

• Degree or degree equivalent qualification is preferred but not essential
• Experience in an operational role within consulting, financial services or other relevant industry
• Ability to work with senior management
• Good knowledge of Microsoft tools eg. Outlook, Excel, Powerpoint
• Experience of using an CRM platform
• Experience with contracts and legal documents
• Knowledge of commercial and financial processes.
• Knowledge and experience of Payment systems and managing complex multi entity, multi-currency payments and bank accounts
• Understanding of risk management principles and their impact on operational activities
• Have a continuous improvement mindset
• Team Leadership skills
• Pragmatic thinker who can adapt to changing requirements and priorities