Head of Business Operations

We are seeking a proactive Business Operations Manager to join our dynamic team at Benchmark Financial Planning. The successful candidate will be a key member of the leadership team, responsible for overseeing and optimising operational functions across the business. This role involves streamlining processes, managing the operations team, enhancing service delivery, and ensuring regulatory compliance to support a high standard of client service in line with BFP's strategic goals. The role requires strong leadership skills, strategic oversight, and the ability to work closely with various departments to drive operational excellence across the organisation. About Benchmark Financial Planning Benchmark Financial Planning is a forward-thinking firm, dedicated to helping clients achieve their financial goals through tailored financial advice and comprehensive planning services. Our team of experienced professionals utilises a client-centric approach, ensuring that each individual's unique needs are met with precision and care. Treating Customers Fairly principles are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others. We pride ourselves on our commitment to integrity, transparency, and excellence in service, making us a trusted partner for individuals and families on their financial journeys. The base You will be based at one of our regional offices, this role is flexible on location. What you'll do Leadership & strategy

• Develop and implement the operational strategy to support BFP's vision and objectives.
• Lead, mentor, and manage the operations team, including Business Support, and Integration.
• Collaborate with regional directors and other senior leaders to support business goals, ensuring operations align with both client and business needs.
Operational management
• Ensure efficient and compliant workflows across client support, integration of acquisitions, and new business onboarding.
• Oversee day-to-day operations, optimising processes to enhance client experience, and drive operational efficiency.
• Support the integration of acquired firms and retiring adviser books into the broader business structure, working with the acquisitions and client support teams.
Process improvement & project management
• Identify and implement process improvements to enhance service delivery, reduce costs, and improve operational resilience.
• Lead on key operational projects, from initiation to completion, ensuring projects meet scope, quality, and timeline.
• Develop and maintain robust MI (Management Information) systems, providing actionable insights for leadership and supporting business growth.
Compliance & risk management
• Work closely with compliance and risk teams to ensure all operations adhere to regulatory requirements, including FCA regulations.
• Manage operational risks, developing contingency plans and ensuring compliance processes are embedded across the business.
• Drive a culture of compliance and best practice within all operational functions.
Stakeholder collaboration & communication
• Act as the primary liaison between operations and other departments, such as Financial Planning, Business Development, and Client Support.
• Prepare and present regular operational reports to the leadership team, providing insights on performance, challenges, and opportunities.
  
  Proven experience in a senior operations role, preferably within financial advice, wealth management, or related financial services sector.
• Strong understanding of financial advice processes, client service, and FCA regulatory requirements.
• Experience leading multi-functional teams, with a track record of successful process optimisation and project delivery.
• Relevant professional qualifications in operations, business management, or financial services (e.g., CII/PFS) are advantageous.
• Additional qualifications in project management (e.g., PRINCE2, Agile) or risk management would be beneficial.
What you'll be like
• Strategic thinker with the ability to develop and execute operational plans aligned with business goals.
• Excellent leadership and people management skills, with the ability to motivate and develop high-performing teams.
• Strong analytical skills, able to interpret MI and use data to drive informed decisions.
• Exceptional communication and stakeholder management skills, both internally and externally