Office / Operations Manager

About the role

This senior Office & Operations Manager position sits at the heart of a regulated wealth‑management firm. Reporting directly to the Directors, you will bridge strategy and day‑to‑day execution, ensuring smooth, compliant growth across the business.

Key responsibilities

• Reconcile income, assist with management accounts and run monthly payroll.
• Manage P11D compliance, introducer payments and bank reconciliations.
• Maintain Appointed Representative status, liaise with the FCA and oversee compliance returns.
• Chair Investment and Proposition Committees and conduct adviser one‑to‑one meetings.
• Oversee the T&C scheme, file reviews, PII submissions and Chartered renewal.
• Lead HR functions: recruitment, contracts, staff handbook, annual reviews and incentives.
• Supervise IT security, hardware and software management.
• Organise board meetings, business planning, marketing activities and third‑party relationships.
• Manage premises and health‑and‑safety compliance.

Required profile

• Minimum 5 years of operations or senior administrative experience in a regulated business.
• Proven experience managing small‑ to medium‑sized teams.
• Degree‑level education; Level 4 Diploma, PRINCE2 or recognised accounting qualification is a plus.
• Strong attention to detail, organised and methodical with a positive, hardworking attitude.

Required skills

• Advanced Excel.
• Proficiency with back‑office financial software.
• Knowledge of PRINCE2 methodology.

What we offer

• Generous quarterly bonus scheme.
• Private medical and travel insurance via Vitality Health.
• Gym membership (Virgin Active or Pure Gym).
• Excellent pension scheme.
• Hybrid working with two days per week remote.