Vacancy Description
Operations Manager - Financial Planning
Department: Financial Planning
Employment Type: Permanent - Full Time
Location: City, London
Compensation: £60,000 - £70,000 / year
Description
We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a client‑first approach, ethical practice, and continuous professional development.
Our team delivers holistic financial planning across a broad client base, supported by cashflow modelling tools, a secure client portal, and an integrated approach that includes ESG considerations.
Now nearly 50 strong, the business has grown through a combination of organic expansion and strategic acquisitions. This has created a dynamic, evolving operating environment, with an increasing focus on scalability, consistency, and quality of service delivery. We ...
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