IFA Operations Manager

Are you ready to step into a pivotal leadership role and shape the future of a values-driven, Chartered wealth management firm?

At Thomson Gray, we've been helping clients live their life on purpose for over 25 years. As an independent, family-run business, we pride ourselves on integrity, empathy, and delivering financial peace of mind. Now, as we enter an exciting new phase of growth, we're looking for an energetic and commercially minded Operations Manager to join our senior leadership team.

This is a unique opportunity to make a meaningful impact - guiding our internal operations, championing innovation, and nurturing a high-performing team.

Reporting directly to the Managing Director, you'll take the lead on delivering our business plan, embedding operational excellence, and evolving the way we work. From people to processes, compliance to culture you'll have real influence and the autonomy to drive meaningful change.

You'll also act as a cultural ambassador, promoting our client-first ethos and using new technology and systems to support and enhance our mission of delivering an exceptional service experience.

• Driving the business strategy and reinforcing our values-led company culture.
• Leading operational improvements and streamlining internal processes.
• Overseeing HR, compliance, finance, IT, and supplier relationships.
• Managing, mentoring, and developing a high-performing team.
• Collaborating closely with the MD and wider leadership team on strategic projects.
• Identifying and implementing tech solutions that improve efficiency and client experience.

You'll be a natural leader someone who's comfortable wearing many hats and thrives on delivering results. You'll bring structure, energy, and clarity to the business, supporting our people and clients with equal passion.

• At least 2 years in an operations or business management role.
• Leadership experience with a strong focus on team development.
• Project management skills and a proactive mindset.
• Strong Excel and data-handling capability.
• HR knowledge and confidence managing people-related issues.
• Ideally, experience in financial planning or wealth management
  (though exceptional candidates from other sectors are welcome to apply)

• Basic salary £45,000 to £65,000 depending on experience.
• 20 days holiday, plus 4 extra days at Christmas, plus bank holidays.
• Matched pension contributions up to 7%.
• Health cash plan and critical illness cover.
• Death in service benefit.
• 4pm Friday finish.
• Study support for professional exams
• A values-led workplace where your voice counts, and your impact is visible.

Next steps:

We're partnering with Recruitment Rebellion Limited to fill this role. Applications could be open for up to 30 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.