Location: Brailsford
Company: Rhodes Wealth Management
Reports To: Hayley Burton – Managing Director
Job Type: Full-time. Office Based.
About Us
At Rhodes Wealth Management, we pride ourselves on delivering exceptional financial planning and advisory services tailored to each client’s unique goals. We combine deep industry knowledge with a client-first approach, helping individuals and families plan for the future with confidence. As we continue to grow, we’re looking for a proactive and highly organized Operations Manager to ensure the smooth functioning of our daily operations and support the backbone of our team.
Role Overview
The Operations Manager plays a critical role in overseeing and coordinating the firm’s operational, administrative, and HR support functions. This individual ensures that internal processes run efficiently, the team is supported, and leadership has the information and infrastructure needed to make informed decisions. You’ll be the key link between operational strategy and its day-to-day execution.
Key Responsibilities
Operational Oversight
* Manage the day-to-day operations of the office and remote functions.
* Track key client service metrics (KPI monitoring via Salesforce) taking remedial action as appropriate.
* Maintain diary management, meeting coordination, and communications support for leadership.
* Oversee back-office functions including case tracking and documentation.
* Support with Acquisition’s and the Operational integration.
Team & HR Support
* Lead onboarding and training logistics for new employees.
* Maintain employee records and assist with HR documentation.
* Approve and monitor, holidays, sickness, and medical appointments.
* Conduct Return-to-Work (RTW) meetings and manage team rota planning.
* Assist with recruitment processes and candidate interviews.
Leadership Support & Communication
* Prepare and lead weekly MMM (Monday Morning Meetings) and team updates.
* Coordinate team recognition efforts such as Employee of the Month.
* Organise leadership meetings, board sessions, and advisor events (including catering and logistics).
* MMM deck preparation and delivery
* 1:1s with senior leaders
* CSS team and POD Leader Meetings
* Client Interaction
Monthly
* Collate and report CSS KPI data
* Track and circulate employee performance and recognition data
Quarterly & Annually
* Schedule monthly, quarterly 1:1s and performance reviews
* Conduct annual Health & Safety and BCP (Business Continuity) checks
* Plan annual meeting schedules and update People Tracker
* Premises and contractual supplier contracts audit
Skills & Experience
* Previous experience in operations or office management, ideally within financial services or a professional environment
* Strong organisational, communication, and multitasking abilities
* High proficiency in Microsoft Office, CRM Management, and Digital documentation platforms
* Familiarity with HR support functions and discretion in handling sensitive information
* A team-oriented mindset with the ability to act independently and drive projects forward
Why Join Us?
* Work in a supportive, collaborative environment that values work-life balance and believes in changing people’s lives for the better.
* Be part of a respected and growing financial planning firm
* Influence how operational excellence supports our client-focused mission
* Opportunity to develop your leadership skills and make a meaningful impact
To Apply:
Please submit your CV and a brief cover letter to RWM@SJPP.CO.UK. We look forward to hearing from you.
To get in touch with us, please contact us via the phone number or email below.
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