Operations Lead - Financial Planning & Client Services

Placr Recruitment is partnering with a Chartered Wealth Management and Financial Planning firm in Haywards Heath to recruit an Operations & Client Services Manager. The role leads an administration team, optimises workflows and safeguards FCA-compliant records to ensure smooth client journeys.

You will report to the Managing Director, drive process improvements and mentor staff as the operation scales. A hands on, influential leadership position with study support awaits.