Are you interested in working with an employer that cares as much about client outcomes as you do? Fed up of a daily commute into a city centre? We are looking for talented and driven people to join our expanding team.

HA&W are a boutique firm of Chartered Financial Planners, providing financial advice and oversight of pensions & investments.  New clients are provided with a complete financial planning review, based around lifetime financial modelling techniques. We arrange products and services where necessary and are usually engaged to provide ongoing planning, advice and investment oversight. We have around 350 ongoing individual clients and provide services to a smaller number of businesses/organisations. We are a small but growing team focused on great client outcomes.

Get in touch!

If there are no roles listed here, please feel free to get in touch to discuss how we might work together.

Operations Manager

Salary: £40,000 to £47,000 depending on experience and skillset

Hours of work: 35 – Monday to Friday 9am to 4.30pm

Applications close: 30/10/2023

Purpose Of Job

To provide support to the managing director and board to deliver their vision by being responsible for the day-to-day operational oversight of a growing financial planning business.

This new role would particularly suit someone with previous experience in practice management or compliance and management and has the confidence, skillset and interest in getting involved with all aspects of a business that has an explicit focus on putting client outcomes first.

Reports To: Managing Director

Direct reports: Paraplanning (team of three), Client care & administration (team of four)

Full Job Spec: Download

Interested? Please contact us with a cover letter and CV.