Clarity Wealth Limited
Beechwood House
Beechwoods Estate
Roundhay, Leeds
LS8 2LQ
Full-time, Permanent
Office-based with up to 1 day per week working from home
* Competitive senior salary aligned to responsibility and experience
* Performance-related bonus focused on delivery and execution
* 30 days holiday + bank holidays + birthday off
* Company pension and life insurance
* Company events
* Free parking and on-site facilities including table tennis and darts
* A pivotal leadership role in a growing, values-led firm
Clarity Wealth Limited is an independent, directly authorised financial planning and wealth management firm. We put the client first in everything we do, delivering holistic, whole-of-market advice supported by evidence-based, metric-driven research and free from provider influence or contingent relationships.
We are a growing and ambitious firm with a collaborative, team-focused culture. As a relatively small but expanding business, every team member plays a meaningful role and is supported with the right tools, technology and environment to succeed.
Our Values
* Client First- We put the client first in everything we do
* Strong Work Ethic- We do what we say we will do
* Growth Oriented- We all want to develop and continually learn and improve
Alignment with our values and culture is essential.
Role Purpose
The Operations Director (Integrator) owns the day-to-day running of Clarity Wealth Limited.
The role exists to ensure the business operates smoothly, predictably and at pace — preventing problems where possible, resolving issues quickly when they arise, ensuring data is understood and acted upon, processes are followed consistently, and people are held accountable, without reliance on the Founder for operational decisions.
Due to the hands‑on and collaborative nature of the role, this position is predominantly office‑based, with the option to work from homeone day per week subject to business requirements.
What Success Looks Like
* The business runs consistently day‑to‑day without operational escalation
* Issues are identified early and resolved decisively
* Client journeys are predictable and high quality
* Processes are followed and continuously improved
* Founder operational involvement is materially reduced
Ideal Candidate Profile
The ideal candidate will:
* Have prior experience performing a similar Integrator / Operations Director function within awealth management or financial planning firm
* Understand the operational, regulatory and client‑service demands of a professional advice business
* Enjoy being part of acollaborative, office‑based team environmentand value visibility, communication and shared accountability
* Have experience of, or a strong working understanding of,running a business on EOS (Entrepreneurial Operating System), including Rocks, scorecards, priorities and issue resolution
* Be comfortable operating with autonomy, authority and accountability in a growing firm
* Growth focused and keen to work and thrive in a team
Key Responsibilities
* Run Daily Operations
* Own Data, MI & Business Insight
* Own the End‑to‑End Advice Process
* Enforce & Improve Processes
* Manage People & Accountability
* Execute the Business Plan (EOS & Priorities)
* Control Timescales, SLAs & Delivery Standards
* This is a senior leadership role, not an administrative position
* Strong presence in the office is essential due to the nature of the work
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