Operations Manager - Recruit UK : Job Details

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.