Operations Manager, Financial Services – Hybrid working

City of London

12-month FTC with the potential to convert to permanent

£50-60k per annum + quarterly bonus

My client, an Independent Financial Advisors, with offices near St Pauls, are seeking an experienced Operations Manager to oversee the day-to-day running of their business and ensure operational effectiveness across all areas. The role acts as a key link between strategic objectives and operational delivery, supporting the smooth execution of business processes, maintaining regulatory standards, and driving efficiency across teams.

WHAT YOU’LL DO:

Finance & Accounting:

• Ensure business income is accurately reconciled within internal systems
• Support the preparation of management and company accounts
• Oversee monthly payroll processes
• Assist with regulatory reporting requirements
• Manage introducer and third-party payments
• Carry out company bank reconciliations
• Oversee and manage third-party technology platforms and systems

Regulation & Compliance:

• Support regulatory reporting and submissions
• Maintain ongoing compliance requirements for the business
• Liaise with external compliance partners as required
• Support CPD tracking and internal compliance processes
• Oversee file review processes and management information reporting
• Support governance meetings and internal committees

HR:

• Support recruitment and onboarding processes
• Maintain employment documentation and HR records
• Assist with performance review processes
• Support staff engagement and incentive programmes

Company Administration & Operations:

• Oversee IT systems, security, and business software
• Support board meetings and internal reporting requirements
• Assist in maintaining business planning documentation
• Support marketing and operational initiatives where required
• Liaise with external suppliers and service providers
• Oversee general office and premises management

WHO YOU ARE:

• 5 years+ experience as an Operations Manager within financial services
• Experience supporting or managing teams within financial services
• Degree-level education or equivalent experience
• Professional qualifications (e.g. financial services, project management or accounting) are desirable
• Strong IT skills, including confident use of Excel and business systems
• Highly organised, proactive and detail-oriented individual who will:

• Work effectively as part of a team and with senior stakeholders
• Demonstrate strong attention to detail and accuracy
• Manage workload efficiently and prioritise effectively
• Take a structured and methodical approach to tasks
• Bring a positive, professional and proactive attitude to the role

REF: CLS174427