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: £45,000 to £55,000 depending on experience and skillset

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

This is a fantastic opportunity to take on a hugely important and brand new role at our company and really make it your own. You will be a valued member of our team and will be taking your seat with our senior managers. This role offers lots of variety and you will be working in a collaborative environment with other team members who share our passion for client service. We have an amazing record of staff retention and development, and you can take your career to new levels with us

Reports To: Managing Director

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

How to apply: Please send a clear and concise CV to the following email address:

Full Job Spec

As an operations/practice manager in our business, you will assume responsibility for several key business areas including:

  • Integration – acting as the link between the MD and the rest of the team. Ensuring we meet our business plan, and our values are embedded in our business.
  • Team communication – working closely with our Financial Planners and managing the Paraplanning and Administration teams.
  • Ensuring that our business operations are robust, efficient, and reliable.
  • Delivering key projects.
  • Driving operational efficiency across all aspects of our business.
  • Overseeing our risk, T&C, and regulatory functions.
  • Assuming responsibility for other key business areas including HR, marketing, finance, and IT.

Essential skills and experience

  • We are looking for an experienced manager who has ideally worked in a similar role in financial services – an IFA practice background would be great.
  • The confidence to get involved in all the areas of our business that has a focus on putting the client first.
  • Be able to support the managing director and the board to deliver their vision and plans for the business.
  • Have the gravitas and experience to take on the day-to-day operational oversight of a growing business even if you haven’t previously worked in the exact same role.
  • Highly organised, methodical, analytical, and disciplined.
  • An excellent communicator both verbal and written.
  • Possess a positive attitude and be willing to assist others when busy.
  • Able to work under pressure if required.
  • Excellent attention to detail and problem-solving skills.
  • An innovative and creative thinker.

Further information

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

In order to give your application the best chance of success, please:

  • Check that you meet the criteria for the role.
  • Apply with a CV that is clear, concise, and correct.
  • Tailor your CV to highlight your experience and relevant achievements to the position.