Operations Manager - Financial Planning

We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a client-first approach, ethical practice, and continuous professional development.

Department: Financial Planning
Location: City, London
Compensation: £60,000-70,000 / year

Our team delivers holistic financial planning across a broad client base, supported by cashflow modelling tools, a secure client portal, and an integrated approach that includes ESG considerations. Now nearly 50 strong, our business has grown through a combination of organic expansion and strategic acquisitions, creating a dynamic, evolving operating environment with a focus on scalability, consistency, and quality of service delivery. We are proud of the collaborative, values-driven culture we have built.

Operations Manager – Overview

As we continue to scale, we are looking for a hand...

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Submit your application today and join our talented team at Moore Kingston Smith.