Operations Manager – Financial Planning

🕒 June 3

🏢🏡 London – Hybrid

💵 £60k - £70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🇬🇧 UK Skilled Worker Visa Sponsor

This company has sponsored UK Skilled Worker visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Moore Kingston Smith

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💰 Private Equity Round on 2023-03

At Moore Kingston Smith, we create lasting success for our clients, people, and communities.

📋 Description

• Manage day-to-day operations across client services, paraplanning, and adviser support, ensuring efficient, consistent, and scalable processes • Manage and develop operations and client servicing teams, ensuring appropriate structure, capability, training, and performance • Embed strong operational governance, including SLAs, SOPs, and continuous improvement initiatives, and lead operational projects to drive efficiency and service quality • Champion the effective use of AI and technology to improve workflows, data structures, automation, and system integration across the Financial Planning business • Act as product owner for our back-office systems • Partner with IT, vendors and internal teams to implement effective tech solutions. • Work closely with the Compliance Manager to ensure operational alignment with FCA requirements (including Consumer Duty and MiFID II) • Support operational resilience by identifying Important Business Services, defining impact tolerances, and conducting scenario testing with clear remediation planning • Maintain operational risk registers and collaborate with compliance and risk teams to monitor and manage operational risks • Lead structured problem-solving, root cause analysis, and solution design to deliver practical, sustainable operational improvements • Drive improvements in adviser efficiency and the end-to-end client journey through strong operational management, including reducing administrative burden, optimising processes, and using client feedback to deliver continuous improvement • Develop and maintain operational, adviser and risk MI dashboards, ensuring data accuracy, consistency and strong data governance

🎯 Requirements

• Operations management experience within a regulated Financial Planning or Wealth Management environment • Strong knowledge of FCA regulatory frameworks and experience operating in a regulated environment • Experience with financial planning back-office systems, with the ability to optimise existing tools and implement new solutions • Strong problem-solving and solution delivery capability, with a focus on operational excellence and continuous improvement • Proven ability to lead cross-functional collaboration and drive change across a growing business • Strong data and MI capability, with the ability to improve data quality, reporting, automation, and system effectiveness • Ability to build and influence relationships with senior stakeholders and operational teams • High level of integrity, sound professional judgement, and strong attention to detail

🏖️ Benefits

• *