Financial Planning Operations Manager

Role Overview

The Financial Planning Systems & Operations Manager will play a pivotal role in shaping the future of wealth management, supporting the day-to-day running of operations, and delivering strategic projects that improve efficiency and enhance the client experience.

What You Will Do

The role involves keeping systems, processes, and operational support running smoothly, supporting the delivery of business-wide transformation and change initiatives, and championing innovation, automation, and technology adoption across the business.

Why It Might Be a Fit

The ideal candidate will be someone who enjoys solving problems, improving processes, and making a visible impact every day, with a strong background in financial planning operations, paraplanning, administration, or a similar operational role within wealth management.

Requirements

• experience in financial planning operations, paraplanning, administration, or a similar operational role within wealth management
• understanding of financial planning systems and technology
• ability to lead or support change and help teams adopt new processes, systems, and ways of working
• strong Excel skills and a practical, problem-solving mindset
• ability to take ownership, follow through on commitments, and act with accountability
• ability to build strong relationships and communicate effectively with people at all levels

Benefits

• flexible approach to work
• support with career growth and qualifications
• generous holiday entitlement
• enhanced parental leave policy
• enhanced pension scheme
• multi-award-winning wellbeing offering
• volunteering opportunities
• Cooper Parry social/sports clubs

Tagged as: Financial Modeling