Job Description
Job Title: Operations Manager - Financial Planning
Location: Norwich
Salary: Up to £50,000
Type: Full-time, Permanent
A highly regarded, Chartered financial planning firm is seeking a Operations Manager to lead its client support teams and drive operational excellence.
The Role:
You'll manage administration, paraplanning, and front-of-house teams, ensuring efficient operations and outstanding client service. You'll also play a key role in process improvement, compliance, and team development.
Key Responsibilities:
- Lead and develop support teams
- Manage workflows and office systems (e.g., Intelligent Office)
- Ensure timely client deliverables
- Foster a culture of continuous improvement
- Liaise with senior stakeholders and contribute to firm-wide projects
What's in it for you:
- Salary of up to £50,000 per annum
- Discretionary Bonus
- Private medical Insurance
- Support with professional development
- 2 paid Volunteering days per year
- Lifestyle rewards and employee discount
- Pension at 7.5%
Requirements:
- Leadership experience in a regulated financial services setting
- Strong understanding of FCA compliance
- Excellent organisational and client service skills
- Familiarity with financial planning systems
Why Apply:
This is a rare opportunity to step into a pivotal leadership role within a growing, client-focused firm that values quality, integrity, and team culture.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning firm based in Winchester on an Administration role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
