Central Operations Manager – Financial Planning

atomos wealth

. Lead, coach and develop two Team Leaders responsible for 13 team members across two operational teams .

Posted 10/14/2026full-timeBristol • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Financial Planning operations with a strong focus on developing and implementing Standard Operating Procedures (SOPs) while leading geographically dispersed teams. Proven ability to drive operational improvement, manage stakeholder relationships, and ensure compliance with regulatory requirements.

Highest-signal resume keywords

Financial Planning OperationsStandard Operating Procedures (SOPs)Operational ImprovementStakeholder ManagementAnalytical Problem-Solving

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Process OptimisationQuality Assurance FrameworksOperational WorkflowsPerformance ManagementData Analysis

Soft Skills

CoachingInfluencingRelationship BuildingChange Management

Industry Keywords

Wealth ManagementRegulatory ComplianceOperational EffectivenessService Delivery

About the role

Key responsibilities & impact

Lead, coach and develop two Team Leaders responsible for 13 team members across two operational teams
Drive a high-performance culture through clear objectives, accountability and regular performance management
Develop, document and continuously improve SOPs across Financial Planning operations
Review and optimise operational workflows to improve efficiency, quality and scalability
Create and maintain quality assurance frameworks to ensure consistent standards
Use MI and operational data to identify trends, risks and improvement opportunities
Partner with UK stakeholders to improve service delivery and operational effectiveness
Ensure operational processes support regulatory and risk requirements
Lead change initiatives and successfully embed new ways of working
Build strong working relationships between UK and South African teams

Requirements

What you’ll need

Significant experience within Financial Planning operations; Wealth Management-only experience will not be sufficient
Proven experience managing managers, Team Leaders or equivalent leadership roles
Strong track record of developing, implementing and embedding Standard Operating Procedures (SOPs)
Deep understanding of Financial Planning workflows and operational processes
Experience leading geographically dispersed or offshore teams
Strong operational improvement and process optimisation experience
Experience creating quality checking frameworks and service standards
Excellent stakeholder management and influencing skills
Strong analytical and problem-solving capability
Comfortable operating in a fast-paced, evolving environment

Benefits

Comp & perks

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy
Agile working environment
Professional growth and development opportunities