financial planning manager Work, Jobs in london (with Salaries)

Operations Manager - Financial Planning
Moore Kingston Smith —London
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Tax experience
Quick apply
15h
Financial Planning & Analysis Manager
IG Group —London
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
Manager, Capital Planning and Analysis (m/f/d)
NTT Global Data Centers —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Financial Planning Manager
Hesapli Fiyat Digital Services —London
- £7,300 - £7,500 a month
- Full-time
- ERP systems
- In-person
- Leadership
Quick apply
10d
Group Financial Planning and Analysis (FP&A) Manager
TLC Worldwide —London
- AI
20h
Finance Planning Senior Manager
Wise Australia Investments —London
- £88,000 - £95,000 a year
- Financial services
- Communication skills
- Banking
Financial Crime Manager
Quilter —London
- Full-time
- Analysis skills
- Financial services
Senior Financial Crime Manager
Quilter —London
- Full-time
- Presentation skills
- Financial services
Account Manager
Infopro Digital Services Limited —London
- Full-time
- Hybrid work
- Customer service
- Business development
- Annual leave
- Employee assistance programme
Quick apply
Head of Commercial Financial Planning & Control
BIP - Business Integration Partners —London
- £70,000 - £90,000 a year
- Full-time
- Microsoft Excel
13d
Relationship Manager
Acacium Group —London
- Full-time
- Hybrid work
- Presentation skills
- Leadership
- Communication skills
- Employee assistance programme
Quick apply
13d
Head of Financial Planning & Analysis
Chartered Insurance Institute —London
- £64,000 - £80,000 a year
- Full-time
- Analysis skills
1d
Financial Planning & Analysis Manager
Heartwood Collection —Teddington
- Full-time
- Microsoft Excel
- Analysis skills
- IT
- Employee assistance programme
- Referral programme
Quick apply
12d
Treasury Manager - Contract
HFG —London
- £700 - £800 a day
- Banking
EMEA Account Manager
Insight Software —London
- £97,000 - £122,000 a year
- Full-time
- Oracle
- Sales
Regional Operations Manager
ABM UK —London
- £65,000 - £70,000 a year
- Full-time
- Management
- Human resources
- Leadership
- Employee discount
Quick apply
VodafoneThree - Strategy & Portfolio Planning Manager
Vodafone —London
- Full-time
- Hybrid work
- Employee discount
Financial Planning and Analysis Manager
Kroo Bank Ltd —London
- Full-time
- Hybrid work
- Microsoft Excel
- No degree
- Accounting
- Annual leave
Quick apply
Client Engagement Manager
Monotype —London
- Full-time
- Analysis skills
- Travel
- Mentoring
Manager - Deal Management, Strategy and Execution - Financial Services, London
EY —London
- Management
- Travel
- Financial services
- Employee discount

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Operations Manager - Financial Planning

Moore Kingston Smith
London

Quick apply

Job details

Permanent | Full-time
£60,000 - £70,000 a year
15 hours ago

Qualifications

Financial planning
Operations management
Root cause analysis
Tax experience
Certificate in Insurance

Full job description

Description

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.

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, the business has grown through a combination of organic expansion and strategic acquisitions. This has created a dynamic, evolving operating environment, with an increasing focus on scalability, consistency, and quality of service delivery. We are proud of the collaborative, values-driven culture we have built.

As we continue to scale, we are now looking for an Operations Manager to help shape and support the next phase of our growth. We are seeking a hands-on, solutions-focused manager who is comfortable working within operational workflows to identify root causes and implement practical, sustainable improvements.

The role will focus on building a high-performing, technology-enabled operations function that improves adviser productivity, enhances the client journey, and drives efficiency across the end-to-end advice process.

The Operations Manager will be responsible for leading the operational direction, scalability and service delivery of the Financial Planning business, aligned to our growth objectives and commitment to client service. Working closely with senior management and the Compliance Manager, you will ensure operational and compliance plans support the company’s financial goals, deliver strong client outcomes, and maintain a compliant, risk-aware culture.

Key Responsibilities

Manage day-to-day operations across client services, paraplanning, and adviser support, ensuring efficient, consistent, and scalable processes
Manage and develop operations and client servicing teams, ensuring appropriate structure, capability, training, and performance
Embed strong operational governance, including SLAs, SOPs, and continuous improvement initiatives, and lead operational projects to drive efficiency and service quality
Champion the effective use of AI and technology to improve workflows, data structures, automation, and system integration across the Financial Planning business
Act as product owner for our back-office systems
Partner with IT, vendors and internal teams to implement effective tech solutions.
Work closely with the Compliance Manager to ensure operational alignment with FCA requirements (including Consumer Duty and MiFID II)
Support operational resilience by identifying Important Business Services, defining impact tolerances, and conducting scenario testing with clear remediation planning
Maintain operational risk registers and collaborate with compliance and risk teams to monitor and manage operational risks
Lead structured problem-solving, root cause analysis, and solution design to deliver practical, sustainable operational improvements
Drive improvements in adviser efficiency and the end-to-end client journey through strong operational management, including reducing administrative burden, optimising processes, and using client feedback to deliver continuous improvement
Develop and maintain operational, adviser and risk MI dashboards, ensuring data accuracy, consistency and strong data governance

Please see the full job description attached to this posting.

Skills, Knowledge & Expertise

Operations management experience within a regulated Financial Planning or Wealth Management environment
Strong knowledge of FCA regulatory frameworks and experience operating in a regulated environment
Experience with financial planning back-office systems, with the ability to optimise existing tools and implement new solutions
Strong problem-solving and solution delivery capability, with a focus on operational excellence and continuous improvement
Proven ability to lead cross-functional collaboration and drive change across a growing business
Strong data and MI capability, with the ability to improve data quality, reporting, automation, and system effectiveness
Ability to build and influence relationships with senior stakeholders and operational teams
High level of integrity, sound professional judgement, and strong attention to detail

Benefits

About Moore Kingston Smith

At Moore Kingston Smith, we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding.

Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions.

Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network.

Through respect, collaboration and active listening, understanding is at the heart of everything we do with our clients, colleagues and communities. We value people and projects that promote positive change for the future.

Come and join us to make a difference.

Quick apply

Refine Your Search

financial planning manager jobs in london

Operations Manager - Financial Planning

Financial Planning & Analysis Manager

Manager, Capital Planning and Analysis (m/f/d)

Senior Financial Planning Manager

Group Financial Planning and Analysis (FP&A) Manager

Finance Planning Senior Manager

Financial Crime Manager

Senior Financial Crime Manager

Account Manager

Head of Commercial Financial Planning & Control

Relationship Manager

Head of Financial Planning & Analysis

Financial Planning & Analysis Manager

Treasury Manager - Contract

EMEA Account Manager

Regional Operations Manager

VodafoneThree - Strategy & Portfolio Planning Manager

Financial Planning and Analysis Manager

Client Engagement Manager

Manager - Deal Management, Strategy and Execution - Financial Services, London

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