Operations Director (Integrator)

Clarity Wealth Limited; Leeds; Hybrid; GBP 100,000 - GBP 125,000; Full time

Job summary

A financial planning firm in Leeds is seeking an Operations Director to oversee day-to-day operations and ensure business efficacy. The candidate must be client-focused and thrive in a collaborative environment, improving processes while reducing the need for the Founder’s involvement. This senior leadership role emphasizes autonomy, accountability, and having a strong presence in the office. Competitive salary, performance bonuses, and comprehensive benefits are offered, making it a significant opportunity in a growing firm.

Benefits

Competitive senior salary

Performance-related bonus

30 days holiday plus bank holidays

Company pension and life insurance

Company events

Free parking and on-site facilities

Qualifications

• Experience in operational leadership and management.
• Strong understanding of client-service demands in financial advisory.
• Autonomous decision-making capabilities within a team.

Responsibilities

• Run daily operations effectively without escalation.
• Ownership of data, insights, and client journey.
• Manage people and accountability within the team.

Skills

Client-focused approach

Collaborative team environment

Ability to run a business on EOS

Problem-solving skills

Process improvement mindset

Job description

Clarity Wealth Limited
Beechwood House
Beechwoods Estate
Roundhay, Leeds
LS8 2LQ

Full-time, Permanent

Office-based with up to 1 day per week working from home

• Competitive senior salary aligned to responsibility and experience
• Performance-related bonus focused on delivery and execution
• 30 days holiday + bank holidays + birthday off
• Company pension and life insurance
• Company events
• Free parking and on-site facilities including table tennis and darts
• A pivotal leadership role in a growing, values-led firm

Clarity Wealth Limited is an independent, directly authorised financial planning and wealth management firm. We put theclient firstin everything we do, delivering holistic, whole-of-market advice supported by evidence-based, metric-driven research and free from provider influence or contingent relationships.

We are a growing and ambitious firm with a collaborative, team-focused culture. As a relatively small but expanding business, every team member plays a meaningful role and is supported with the right tools, technology and environment to succeed.

Our Values

• Client First- We put the client first in everything we do
• Strong Work Ethic- We do what we say we will do
• Growth Oriented- We all want to develop and continually learn and improve

Alignment with our values and culture is essential.

Role Purpose

The Operations Director (Integrator) owns theday-to-day running of Clarity Wealth Limited.

The role exists to ensure the business operates smoothly, predictably and at pace — preventing problems where possible, resolving issues quickly when they arise, ensuring data is understood and acted upon, processes are followed consistently, and people are held accountable,without reliance on the Founder for operational decisions.

Due to the hands-on and collaborative nature of the role, this position ispredominantly office-based, with the option to work from homeone day per week subject to business requirements.

What Success Looks Like

• The business runs consistently day-to-day without operational escalation
• Issues are identified early and resolved decisively
• Client journeys are predictable and high quality
• Processes are followed and continuously improved
• Founder operational involvement is materially reduced
• Understand the operational, regulatory and client-service demands of a professional advice business
• Enjoy being part of acollaborative, office-based team environmentand value visibility, communication and shared accountability
• Have experience of, or a strong working understanding of,running a business on EOS (Entrepreneurial Operating System), including Rocks, scorecards, priorities and issue resolution
• Be comfortable operating with autonomy, authority and accountability in a growing firm
• Growth focussed and keen to work and thrive in a team

Key Responsibilities

• Run Daily Operations
• Own Data, MI & Business Insight
• Own the End-to-End Advice Process
• Enforce & Improve Processes
• Manage People & Accountability
• Execute the Business Plan (EOS & Priorities)
• Control Timescales, SLAs & Delivery Standards
• This is asenior leadership role, not an administrative position
• Strong presence in the office is essential due to the nature of the work