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Operations Manager - Financial Advice

London EC1A

£45,000 – £55,000 + Bonus & Benefits

We’re looking for an experienced Operations Manager to oversee day-to-day business operations, ensuring efficiency, compliance, and profitability, of our Independant Financial Advisory business. This role bridges strategy and execution, supporting business growth and smooth internal processes.

Key Responsibilities

Finance & Operations

* Oversee income reconciliation, payroll, and bank reconciliation

* Support management accounts and financial reporting

* Manage CRM systems and third-party tech stack

Compliance & Regulation

* Ensure FCA and regulatory compliance (GABRIEL, PII, CPD, T&C)

* Liaise with compliance consultants and regulatory bodies

* Monitor file reviews and management information (MI)

* Lead internal committees and adviser reviews

HR & Administration

* Manage recruitment, contracts, and staff reviews

* Oversee incentives and team performance

* Support business planning, board meetings, and IT/security

* Coordinate marketing activity and supplier relationships

About You

* 5+ years’ experience in operations or senior admin within a regulated financial environment

* Experience managing teams

* Degree educated ()

* Professional qualifications (Level 4 Diploma, Prince2, or accounting – desirable)

* Strong Excel and financial systems knowledge

You’re organised, detail-oriented, proactive, and a strong team player with a positive, can-do attitude.

Benefits

* Quarterly bonus (up to £11,000 p.a.)

* Private medical & travel insurance

* Gym membership

* Excellent pension

* Flexible working (2 days from home)

* Generous holiday allowance

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.