Operations Manager in London - Artemis Recruitment Consultants Ltd

Are you an experienced Operations Manager looking to take the next step in your career within a regulated financial services environment?

We are recruiting on behalf of a well-established and growing financial planning business seeking an organised, proactive, and commercially minded Operations Manager to oversee the day-to-day running of the business.

This is a varied and rewarding position where you'll play a key role in driving operational efficiency, supporting business growth, maintaining regulatory compliance, and working closely with senior leadership to deliver strategic objectives.

• Reconcile business income within the CRM system.
• Assist with the preparation of management and company accounts.
• Process monthly payroll.
• Manage P11D compliance.
• Oversee introducer payments.
• Complete company bank reconciliations.
• Manage and maintain the firm's technology systems and software.

• Prepare and submit regulatory returns.
• Maintain Appointed Representative compliance.
• Liaise with regulators and external compliance consultants.
• Monitor Continuing Professional Development (CPD) requirements.
• Coordinate Chartered status renewals.
• Oversee the firm's Training & Competence (T&C) framework.
• Manage Professional Indemnity Insurance renewals.
• Monitor file reviews and produce management information (MI).
• Chair Investment and Proposition Committee meetings.
• Conduct regular adviser performance meetings.

• Coordinate recruitment activities.
• Prepare employment contracts and maintain HR documentation.
• Organise annual performance reviews.
• Manage employee engagement and incentive programmes.

• Oversee IT systems, cybersecurity, hardware and software.
• Coordinate board meetings and business planning activities.
• Support marketing initiatives and operational projects.
• Manage relationships with external suppliers and service providers.
• Liaise with external accountants where required.

We're looking for someone who has:

• A minimum of 5 years' experience in an Operations Manager or Senior Administration role within a regulated financial services business.
• Previous experience managing and developing teams.
• Degree-level education.
• A Level 4 Diploma, PRINCE2 qualification or accounting qualification (desirable).
• Advanced Microsoft Excel skills and experience using CRM and back-office financial planning systems.
• Excellent organisational and time management abilities.
• Outstanding attention to detail.
• A proactive, solutions-focused approach with strong communication skills.
• The ability to prioritise multiple responsibilities in a fast-paced environment.

Following successful completion of probation, you'll receive:

• Salary of £45,000-£55,000, depending on experience.
• Quarterly bonus scheme with annual earning potential of up to £11,000.
• Private medical insurance.
• Travel insurance.
• Gym membership.
• Excellent pension scheme.
• Generous annual leave entitlement.
• Hybrid working, with the opportunity to work from home up to two days per week.

If you're an experienced operations professional who enjoys improving processes, leading teams, and making a real impact within a growing financial services business, we'd love to hear from you. Apply today to find out more.