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Operations Manager - Financial Advice

Company

Lime Professional Services

Location

London, London

Type

Full-time

Operations Manager - Financial Advice

📍 London EC1A
💰 £45,000 – £55,000 + Bonus & Benefits

We’re looking for an experienced Operations Manager to oversee day-to-day business operations, ensuring efficiency, compliance, and profitability, of our Independant Financial Advisory business. This role bridges strategy and execution, supporting business growth and smooth internal processes.

Key Responsibilities

Finance & Operations

* Oversee income reconciliation, payroll, and bank reconciliation

* Support management accounts and financial reporting

* Manage CRM systems and third-party tech stack

Compliance & Regulation

* Ensure FCA and regulatory compliance (GABRIEL, PII, CPD, T&C)

* Liaise with compliance consultants and regulatory bodies

* Monitor file reviews and management information (MI)

* Lead internal committees and adviser reviews

HR & Administration

...

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