Sales & Operations Director

We are partnering with a highly respected boutique wealth management firm to find an accomplished Sales & Operations Director.
This pivotal role requires a proven leader with a strong track record of managing Financial Planners and delivering operational excellence.
Key Responsibilities: Inspire and lead a team of Financial Planners, driving exceptional performance and ensuring alignment with strategic objectives.Manage all operational functions, with a focus on maintaining the highest standards in service delivery, compliance, and efficiency.Define and achieve ambitious KPIs, fostering a results-driven culture.Take ownership of budgeting and forecasting to support business growth and sustainability.Collaborate with senior leadership to shape and implement key business initiatives.Requirements: Significant experience in wealth management operations at a senior level.A demonstrable history of successfully leading and developing Financial Planners.Strong commercial acumen, with a focus on achieving measurable results.Expertise in financial planning, operational strategy, and budget management.This role offers an exceptional opportunity for a driven professional to make a significant impact within a thriving, dynamic organisation.

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