Operations manager financial services Work, Jobs in Harrogate, Eng (with Salaries)

Operations Manager - Financial Services
Benchmark Capital —Harrogate
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
- Computer networking
Operations Manager
Valor Hospitality —Harrogate
- £53,000 a year
- Hotel
- Guest services
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
Commissioning Operations Manager
Orchard Healthcare Group —Harrogate
- £60,000 - £65,000 a year
- Full-time
- Business development
- Communication skills
- Marketing
- Employee assistance programme
Quick apply
Production Manager
Avery Dennison —Harrogate
- £47,320 - £75,712 a year
- Full-time
- Data analysis skills
- Continuous improvement
- Travel
- Free parking
- Employee assistance programme
Quick apply
Compliance Manager
1ST LOCATE (UK) LIMITED —Temple Newsam
- £45,000 - £60,000 a year
- Full-time
Quick apply
2d
OPERATIONS MANAGER
Grantley Hall —Grantley
- Hotel
- Human resources
- Organisational skills
- Store discount
- Annual leave
Quick apply
Senior Procurement Specialist (TS/SCI with Poly Clearance Required)
Fluor Corporation —Harrogate
- £74,000 - £138,000 a year
- Word processing
- English
- Computer skills
- Annual leave
- Employee assistance programme
Head of Estates
Orchard Healthcare Group —Harrogate
- From £60,000 a year
- Full-time
- Leadership
Quick apply
Retail Assurance Manager
Yorkshire Cancer Research —Harrogate
- £38,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Presentation skills
- Café
Quick apply
Assistant Business Development Manager
Monster Group —York
- Full-time
- Management
- Business development
- Team management
- Free parking
- Health & wellbeing programme
Quick apply
Assistant General Manager
David Lloyd Leisure Ltd —Harrogate
- Customer service
- Employee discount
11d
Director of Campus Operations
Study Group —Leeds
- £50,000 - £500,000 a year
- Full-time
- Bachelor's degree
- Leadership
- Teaching
Quick apply
Head of Estates
Orchard Care Homes —Harrogate
- £60,000 a year
- Full-time
- Leadership
National Account Manager
Kirsty's —Harrogate
- £45,000 - £65,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Salesforce
- Continuous improvement
- Free parking
- Work from home
Quick apply
12d
Operations Manager
Aspens —Leeds
- £50,000 - £55,000 a year
- Full-time
- Hospitality
- Computer skills
- Leadership
- Annual leave
Home to School Transport Manager
North Yorkshire Council —Northallerton
- £51,356 - £55,539 a year
- Hybrid work
- Management
- Travel
- Leadership
9d
Operations Manager
GXO Logistics —Selby
- Up to £56,000 a year
- Full-time
- Management
- Warehouse experience
- Leadership
- Annual leave
- Employee assistance programme
1d
Operations Manager
Catalyst Engineering —Leeds
- Full-time
- Supervising experience
- IT
- Leadership
- Health & wellbeing programme
Quick apply
2d
Operations Manager
Sedgwick —Leeds
- Full-time
- Travel
- Leadership
- Employee assistance programme
- Employee discount
Controls Manager - Risk Advisory Services
BDO —Leeds
- Full-time
- AI
- Communication skills

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operations manager financial services jobs near harrogate, eng

Operations Manager - Financial Services

Benchmark Capital -
Harrogate

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Job details

Full-time

Benefits

Financial planning services

Qualifications

CRM software
Financial planning
Microsoft Excel
Computer networking

Full job description

Description

We are hiring a Operations Manager to join Oculus Wealth Management (OWM) in Harrogate. This is a central role supporting advisers across the network, combining operational oversight with strong technical knowledge of financial planning, systems and investments.

You will act as a key partner to advisers, helping them resolve issues, improve how they operate, and deliver consistent client outcomes.

What you'll do

Act as the central point of contact for advisers and internal teams across operational, technical and advice-related queries
Take ownership of issues, diagnose root causes and deliver practical solutions quickly
Build trusted relationships with advisers, supporting all aspects of their business
Operate as a triage function, responding to urgent queries and minimising disruption
Provide technical guidance across financial planning systems, CRM platforms and Microsoft tools
Troubleshoot system issues and work with IT teams to resolve them efficiently
Support advisers and paraplanners on case strategy, structure and technical queries
Own and develop management information (MI), including complex Excel-based reporting
Manage and prioritise escalations across teams to drive timely outcomes
Support adviser onboarding, including business model design, platform selection and charging structures

The knowledge, experience and qualifications you need

Essential

Experience within an IFA or independent financial advice environment
Level 4 Diploma qualified
Strong understanding of the end-to-end advice process
Background in paraplanning, technical or advisory support
Strong understanding of investment products and portfolio construction
Experience using financial planning tools such as Voyant, FE Analytics or Cashcalc
Experience with CRM systems such as Intelliflo, Iress or Enable/IQ
Advanced Excel capability, including building and managing reporting tools
Ability to manage multiple priorities in a fast-paced environment

Desirable

Chartered status or working towards
Experience working with advisers/authorised representatives in an independent network
Experience across platforms and adviser business models
Understanding of how advisers structure and scale their businesses
Exposure to investment research and centralised propositions

The base

You will be based at our Harrogate office, working closely with advisers across the OWM network. The role requires regular interaction with stakeholders across the wider business, supporting a national adviser base while remaining part of a collaborative local team.

About Benchmark Capital

Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides support to over 1000 financial planners across our employed, self-employed and independent models. Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.

We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.

Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.

As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.

Apply Now

Refine Your Search

operations manager financial services jobs in harrogate, eng

Operations Manager - Financial Services

Operations Manager

Commissioning Operations Manager

Production Manager

Compliance Manager

OPERATIONS MANAGER

Senior Procurement Specialist (TS/SCI with Poly Clearance Required)

Head of Estates

Retail Assurance Manager

Assistant Business Development Manager

Assistant General Manager

Director of Campus Operations

Head of Estates

National Account Manager

Operations Manager

Home to School Transport Manager

Operations Manager

Operations Manager

Operations Manager

Controls Manager - Risk Advisory Services

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