Job Description
Operations Manager - Financial Advice
š London EC1A
š° Ā£45,000 ā Ā£55,000 + Bonus & Benefits
Weāre looking for an experienced Operations Manager to oversee day-to-day business operations, ensuring efficiency, compliance, and profitability, of our Independant Financial Advisory business. This role bridges strategy and execution, supporting business growth and smooth internal processes.
Key Responsibilities
Finance & Operations
* Oversee income reconciliation, payroll, and bank reconciliation
* Support management accounts and financial reporting
* Manage CRM systems and third-party tech stack
Compliance & Regulation
* Ensure FCA and regulatory compliance (GABRIEL, PII, CPD, T&C)
* Liaise with compliance consultants and regulatory bodies
* Monitor file reviews and management information (MI)
* Lead internal committees and adviser reviews
HR & Administration
...
š London EC1A
š° Ā£45,000 ā Ā£55,000 + Bonus & Benefits
Weāre looking for an experienced Operations Manager to oversee day-to-day business operations, ensuring efficiency, compliance, and profitability, of our Independant Financial Advisory business. This role bridges strategy and execution, supporting business growth and smooth internal processes.
Key Responsibilities
Finance & Operations
* Oversee income reconciliation, payroll, and bank reconciliation
* Support management accounts and financial reporting
* Manage CRM systems and third-party tech stack
Compliance & Regulation
* Ensure FCA and regulatory compliance (GABRIEL, PII, CPD, T&C)
* Liaise with compliance consultants and regulatory bodies
* Monitor file reviews and management information (MI)
* Lead internal committees and adviser reviews
HR & Administration
...
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