Practice / Operations Manager Bath

Our client, a well-established financial services firm, is seeking an experienced and dynamic Practice/Operations Manager to join their growing practice. This is a pivotal role that combines operational excellence with strategic project management and growth planning. You will be instrumental in driving the efficiency, development, and expansion of the practice.
Key ResponsibilitiesOperations Management

• Oversee day-to-day operations of the practice, ensuring smooth and efficient delivery of services
• Implement and maintain operational systems, processes, and procedures
• Manage resource allocation and workflow optimisation
• Ensure compliance with regulatory requirements and industry standards
• Monitor performance metrics and implement continuous improvement initiatives

• Lead and deliver key strategic projects from inception to completion
• Drive technology improvement initiatives and digital transformation projects
• Coordinate cross-functional teams and manage stakeholder expectations
• Develop project plans, timelines, and budgets
• Identify and mitigate project risks
• Report on project progress to senior leadership

• Develop and execute growth strategies to expand the practice
• Identify new business opportunities and service offerings
• Support business development initiatives and client acquisition efforts
• Analyse market trends and competitor activity
• Create and implement strategic plans aligned with business objectives

• Line manage operational staff and provide mentoring and development
• Foster a collaborative and high-performance culture
• Conduct performance reviews and identify training needs

• CII qualification (Level 4 Diploma minimum)
• Proven experience in practice or operations management, ideally within financial services
• Strong project management skills with demonstrable track record of successful delivery
• Experience developing and implementing growth strategies
• Excellent understanding of financial services regulations and compliance
• Strong analytical and problem-solving abilities
• Outstanding organisational and time management skills
• Excellent communication and stakeholder management skills
• Proficiency in project management tools and operational systems
• Experience with technology implementation or digital transformation projects

• Professional qualification (e.g., Prince2, PMP, or relevant financial services qualification)
• Experience with change management and business transformation
• Knowledge of CRM systems and practice management software
• Previous experience in a client-facing financial services environment

• Competitive salary commensurate with experience - salary advertised is negotiable
• Comprehensive benefits package
• Opportunities for professional development and career progression
• The chance to make a significant impact on a growing practice

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