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About AWS Advice
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AWS Advice is a well-established financial planning and wealth management practice based in the heart of the City of London. The business has a proud history spanning more than four decades, built on providing trusted financial advice and developing long-standing relationships with individuals, families and private clients. Its services encompass strategic financial planning, investment management, pensions and retirement planning, estate planning, family protection and mortgage advice. The focus is not simply on individual financial products, but on understanding each client's wider circumstances, aspirations and long-term objectives to develop strategies that evolve alongside their needs. 

AWS Advice also benefits from its long-standing relationship with The Openwork Partnership, one of the UK's largest financial advice networks.

The business places importance on recruiting the right people, investing in professional development and creating an environment where individuals are encouraged to develop their knowledge, skills and careers. As the financial services landscape continues to change, AWS Advice is committed to evolving how it operates, embracing opportunities to improve, strengthening its internal capabilities and ensuring it remains well positioned for sustainable growth.

This means attracting talented individuals who share its values, bring fresh thinking and want to contribute to something beyond simply fulfilling the requirements of a job description.

Joining AWS Advice offers the opportunity to become part of an established and respected financial planning business, work alongside experienced professionals and play a meaningful role in its continued development.

At AWS Advice, people matter, relationships matter and doing the right thing for clients is at the heart of everything we do.

Role Overview

AWS Advice is looking for a Business and Operations Manager to keep our business running smoothly and help it grow. You’ll turn our strategy into practical plans, efficient ways of working and measurable performance.

This is a hands-on management role. Your responsibilities will include finance, HR, business support, marketing, IT and projects, and work closely with our Strategic Business Leads, the Advice and Quality Manager and the Client Service Manager. 

Your responsibilities will include:

  • Strategy and planning: Turning our business vision into operational plans, budgets, KPIs and clear recommendations for leadership.
  • Operational improvement: Refining processes, systems and controls to reduce duplication, cost and risk, and leading business-wide change projects.
  • People and engagement: Coordinating recruitment, onboarding, development, performance reviews and team days, and supporting leadership on HR matters to build a psychologically safe, engaged team.
  • Finance and administration: Overseeing budgeting, bookkeeping, reporting, supplier management and financial controls.
  • Technology and infrastructure: Coordinating IT, data, information security administration, facilities and business continuity.
  • Marketing and communications: Overseeing campaigns, events, brand positioning and business development support.
  • Governance: Maintaining business policies, statutory administration and health and safety, and escalating any regulated advice or quality issues to the right lead.

Please note: this role doesn’t own advice suitability, technical sign-off, file quality assurance or regulated advice delivery. These sit with our advice and compliance function.





Requirements

What We Are Looking For

Experience and knowledge

  • Deep knowledge of business operations in financial services or wider professional services.
  • A proven track record of delivering wide-reaching change management projects.
  • Experience of managing and developing people. Skills in coaching, mentoring, NLP or an understanding of human behaviour are strongly desirable.

Qualifications

  • A Level 4 qualification or above in business or operations management or leadership.
  • Qualifications in HR, Marketing or IT are strongly desirable.

Working style

  • Highly organised and proactive, with the ability to delegate well and oversee projects.
  • Adaptable and collaborative, working easily across teams. We’re looking for a balanced, “conductor” style: someone who is equally comfortable with detail and with seeing things through to completion.

Mindset

  • An unwavering commitment to operational excellence and to collaborative teamwork.
Location
  • Office based in London - EC1A


Benefits

Benefits Include
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  • £55,000 - £80,000 salary, depending on experience
  • 25 days holiday plus Bank holidays paid
  • 3 paid sick days
  • Discretionary Bonuses
  • Birthday off (after qualifying period)
  • Private Medical Insurance (PMI)
  • Enhanced Maternity package
  • Pensions
    • Salary Sacrifice to Pensions with 100% ER NI returned
    • 3% ER contribution to pension
  • Christmas Party
  • Summer Team event
  • Snacks/Fruit available in office
  • Friday Team lunch
  • Paid professional qualifications / exam support
  • Paid professional subscriptions (CII, etc)
  • Eye tests
  • Desk/chair costs covered when WFH