Hero image Operations Manager

Jobs: Operations Manager

Posted: 20/10/23

We're searching for an Operations Manager to add to our team

The Company

David James Wealth is a financial planning business, with purpose-led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can demonstrate and live our values, to join our team.

The David James Wealth values are:

  • We do the right thing – we always stick to what we know to be right
  • Totally dedicated – together we work hard and deliver on our promises
  • Always improving – we listen, learn, and strive for knowledge
  • Enjoying the journey – we’re positive about what the road ahead promises

The Role

To provide support to the CEO and Managing Director to deliver their vision by being responsible for the day-to-day operational oversight of a growing business. To ensure the company values are fully embedded in all the business activities.

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

You will be highly organised, have real attention to detail and work well under pressure. You will work as part of a team, where collaboration and teamwork are central to all that they do. Travel to all three office locations - Suffolk, Southampton, and London - is required.

Key Responsibilities & Accountabilities


  • Assist the CEO and Managing Director to ensure the company’s core values are fully embedded in all business activities.
  • Attend monthly management committee meetings.
  • Co-ordination of the quarterly team meetings
  • Facilitate regular team communication to ensure the team is kept well-informed and engaged with the business.
  • To hold 1:1 quarterly review meetings with support team members to ensure they are on track to meet their OKRs.
  • To build excellent relationships with key introducers and third parties


  • Heading up and overseeing the operational development of the business including employee recruitment and retention, training and development and continual improvement
  • Co-ordinate the successful delivery of a range of projects from set-up to delivery, in line with agreed deadlines and budgets.
  • Manage the Suffolk office maintenance and office supplies equipment.
  • To ensure that all business activities are in line with the FCA requirements; marketing material is approved by financial promotions.
  • To assist with the renewal of business insurance, and policies.
  • identify operational problems and work with the team to resolve them in a quick and timely manner.
  • Ensure that all business activities are performed in a timely and efficient manner as per internal company standards.

Human Resources

  • Oversee recruitment of new staff and terminations/resignations of existing staff.
  • Oversee the onboarding, induction, and training of all new employees.
  • to assist with the implementation of the employee benefits package.
  • to maintain accurate staff holiday and absence registers.
  • to promote healthy working conditions and staff wellbeing.
  • To complete DBS and Reference applications/checks
  • Manage the team and their workload to achieve set business goals.
  • Develop and regularly review the support team OKRs.
  • Ensure any performance issues are addressed promptly and effectively


  • Manage all IT services and systems.
  • Liaise with external IT companies.
  • ensuring data security is upheld by all team members.
  • Keep an up-to-date asset register.


  • to assist with marketing activities with the support of an external consultant.
  • to organise and coordinate client events, team days and other events.
  • to co-ordinate quarterly meetings with key introducers

Key Skills

  • A focused and dedicated individual with real attention to detail
  • A great listener and somebody who takes a genuine interest in people.
  • Excellent communication skills verbally and in written form
  • A positive and engaging person, who wants to live and breathe the values of our business.
  • An ability to manage your time effectively to ensure your workload is well-managed.
  • Very efficient and self-motivated
  • A desire to continually improve and develop yourself and the team around you.
  • Take pride in what you do and be an ambassador for the business.
  • Be inquisitive and challenging, to continually drive progress across the business.


  • operational management experience within a financial services business, preferably wealth management.
  • Strong IT skills, as we are a technology-focused business.

The Benefits

  • Salary range £40,000 – £60,000 depending upon experience.
  • Pension and death in service benefits
  • 25 days holiday (+ Bank Holidays) per annum
  • Cycle to Work Scheme
  • Private Medical Insurance (Bupa)
  • The ability and support to work flexibly where appropriate, in terms of hours and location.
  • Support with further qualifications, including study leave.
  • A performance award based on delivering on our core values.
  • We will provide access to market-leading technology and IT equipment to help you deliver a first-class service to our clients and will provide full training to get you off to a great start.

To apply, email your application to kim@davidjameswealth.com by 12 noon on Friday 27th October.

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Let us know your plans

Keep in touch -
Let us know your plans

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