Head of Operations

Do you relish getting stuck into the detail of systems and processes whilst also seeing the bigger picture?

Are you full of innovative ideas for improvement and confident communicating these to the rest of the team?

We're recruiting for the key role of Head of Operations at Emery Little. The successful individual will be responsible for driving operational efficiency across all aspects at our highly respected financial planning business leadership, operations, compliance, finance, projects, marketing, and IT. We're seeking a knowledgeable, people-oriented leader full of ideas and experienced in the development of processes and systems. We wish to ensure genuine support for our team and the delivery of a world class service to our clients.

The opportunity

This is a fantastic opportunity to take on a significant role at our company. You are going to be getting into the fine detail of the running of our business and generating ideas, innovations, and improvements. You will be a valued member of our team and will be taking your seat in our senior leadership team. This role offers huge variety, you will get to see the bigger picture and you will be working in a collaborative environment with other team members who share our values. You will also be working for a business that is focused on your development both professionally and personally. We like to see our employees flourish, so we will be investing time and money in you and supporting you in meeting your goals and desires.

The role

As a senior leader in our business, you are responsible for ensuring our processes and systems support the entire team enabling everyone to do their very best work. Key responsibilities will include:

• Setting up our team for success in delivering a world class service and experience for our clients.
• Working closely with our Financial Planning, Paraplanning and Administration teams.
• Ensuring that our processes are robust, efficient, and reliable across the key business risk areas of compliance and finance.
• Delivering key projects.
• Establish and manage a risk and controls process.
• Driving operational efficiency across all aspects of our business.
• Championing your own development.

Essential skills and experience

• We are looking for an experienced and knowledgeable, people-oriented leader.
• Experience gained from any industry or sector.
• Experience across the key aspects of our business - operations, finance, projects and IT.
• A background in the development of processes and systems.
• Demonstrate the ability to provide our clients with a world class service.
• A natural leader and experienced in supporting a team and enable them to grow.
• Be able to deliver projects.
• Detail oriented and at the same time be able to see the bigger picture.
• Used to providing simple solutions that make everyones job easier.
• Be a strong communicator and thrive working in a close-knit, collaborative team environment.
• The ability to challenge the status quo.
• Strong influencing and negotiation skills.
• Good IT skills and constantly seeking to use technology to improve the client experience and operational efficiency.
• Be full of ideas and innovation and be able to get others excited about new ways of working.

Benefits

• 30 days holiday (not including bank holidays).
• Pension scheme (5% employer matched contribution for the first 5 years, then increasing by 1% each year after up to a max 10% matched). Our pension scheme also enables the team to invest into our core portfolios, i.e. the same ones that our clients invest in.
• Private Medical Insurance.
• £30 per month allowance to spend on Heka.
• Death in service (4 x salary).
• Flexible working.
• Staff events (e.g., this years Christmas event was at The Big London Bake East followed by a private dining lunch at Barrafina).
• Opportunity for future equity ownership.
• Study support towards agreed qualifications.

Additional information

Free parking. We are moving office next year however it will likely be in the same area. Ad hoc travel to London for team events and meetings.

About us

Established in 1971, and now being led by the next generation, we are a team of technically qualified financial planning experts that believe in a life lived on purpose. This has been our guiding thought since the beginning, and it continues to be our priority. It runs through everything we do as a team and the approach we take to financial planning.

We develop financial plans for our clients based on their priorities, hopes and dreams enabling them to plan their futures with confidence and clarity. We focus on giving our clients a world class client service and we speak in plain English, keeping explanations straightforward and avoiding financial jargon.

We have four values trust, clarity, connection and progress (you can read more about them on our website) and we take our values seriously. If you share and believe in these values and can be an ambassador for them, please apply to us. You would be a good match for our business, and we would love to hear from you!

We are using Recruitment Rebellion to advertise this role and help us with the recruitment process. Please do apply through the advert and not to us directly as your application may be missed if you do. Please, no agencies.