Operations Director (Integrator) | EOS-Driven Growth Leader

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

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.