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Director of Operations (Wealth Management), bradford
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Client:
Hanover
Location:
bradford, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
2
Posted:
22.08.2025
Expiry Date:
06.10.2025
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Job Description:
Reporting to the CEO, the Director of Operations will play a pivotal role in shaping and implementing operational strategies that drive the firm’s success. You will ensure the business operates efficiently, principally overseeing key business functions including Client Services (i.e. Paraplanning & Administration), Compliance, HR, Finance, Technology and Business Change.
Key Responsibilities
* Operations, Finance, Compliance and HR teams
* Responsible for creating and embedding a strong client-service culture
* Overall responsibility for implementing Target Operating Model
* Develop and operational strategies and drive continuous improvement
Client Services & Operations
* Implement processes and technologies to enhance the client experience
* Develop strong a customer-centric and continuous improvement culture
Finance & Regulatory Oversight
* Work closely with the Finance team and CEO in managing the firm’s financial health
* Work closely with Compliance team to manage regulatory risks, audits and ensure timely submissions to the FCA
* Oversee the hub’s compliance with FCA regulations, ensuring all activities, processes and reporting meet required standards
People
* Oversee HR function
Technology & Business Change.
* Overall change management responsibility
* Oversee the implementation of key financial planning tools, CRM systems and other technologies
Skills and Experience Desired
* Proven experience in a senior operational role within an FCA-regulated financial services firm
* Experience of contributing to the creation and implementation of business strategy and associated activities
* Strong leadership and management experience
* Strategic thinker with hands-on approach to problem solving
Client Services & Operations
* Expertise in operational strategy, process improvement and financial management
* Experience with firm acquisitions and integration processes
* Strong customer/client services background
Finance & Regulatory Oversight
* Strong knowledge of FCA regulations, compliance standards and risk management practices
People
* Ability to set and maintain a positive workplace climate of support and achievement for our people, that reflects our values, behaviours and culture
* The ability to contribute to the development of the firm’s policies and procedures
Technology & Business Change
* Experienced ‘change leader’
* The ability to encourage new ways of doing things and lead change
* Previously worked with financial planning tools, including CRM/back-office systems and cash flow planning tools
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