Location
Remote
Company
Bippit
£60,000-£80,000 + bonus/commission + share options
Flexible (Full-time or Fractional) | Remote-first (UK)
Why join Bippit? 🚀
Financial wellbeing is now a critical part of how employers support their people.
We’re not just talking about it – we’re building a category-defining product that actually changes behaviour and improves outcomes at scale.
You’ll be joining at a pivotal stage, with the chance to define processes, improve systems, influence strategy, and see the direct impact of your work on thousands of people’s financial lives.
If you want real ownership, meaningful problems to solve, and a team that moves fast – this is it.
It requires:
- True financial expertise
- Scalable high-quality service delivery
- Support for employees at every career stage
At Bippit, we provide employees with:
- 1:1 guidance from qualified financial experts
- AI-powered support
- Practical tools and education that drive real action
And we partner with employers across the UK & Ireland – all the way from fast-growing businesses to major enterprise institutions like The Bank of England – to deliver financial wellbeing at scale.
Our goal at Bippit is simple: make expert financial guidance accessible to everyone, regardless of their situation.
The role 💼
We’re hiring a Head of Services & Operations to help us scale effectively.
This is a senior, high-impact role focused on:
- Enterprise commercial support
- Operational leadership
- Building scalable systems across the business
You’ll work directly with the CEO to strengthen how we operate, how we deliver for clients, and how we scale effectively to make a positive impact on society.
If you’re someone who understands financial planning – but also wants to build systems, and have wider commercial impact – this is a rare opportunity to do both.
What you’ll be doing
🎯 Commercial (Enterprise impact)
- Support enterprise opportunities as a credible financial services and delivery expert
- Join client conversations where technical knowledge and service design matter
- Help shape how Bippit’s offering is positioned in large organisations
- Translate client needs into practical, scalable delivery approaches
- Support Customer Success with strategic client relationships
⚙️ Operations (Scale + quality)
- Improve how Bippit operates across both the business and our service delivery
- Build scalable processes throughout:
- recruitment, onboarding, training
- quality assurance and monitoring
- performance management
- Maintain high standards across our coaching and guidance delivery
- Define and manage the guidance vs advice boundary
- Act as a senior escalation point for complex cases
- Use AI in practical ways across the business to:
- improve efficiency
- enhance monitoring and workflows
- support better decision-making
- Work closely with internal teams to embed smarter, more scalable systems
What we’re looking for
Essential
- Level 4 Diploma in Financial Planning
- Strong knowledge of UK pensions, tax, and financial planning
- Experience in a regulated financial services environment
- Experience in a client-facing role (advice, coaching, planning, or similar)
- Strong operational mindset – you think in systems, not just individual cases
- Comfortable working across multiple areas in a fast-moving business
- Exhibit entrepreneurial traits, such as accountability, grit & determination, cross-functional skills, and adaptability.
Nice to have
- Chartered status
- Experience with enterprise clients or senior stakeholders
- Experience with automation, AI, and improving business processes
Who this role is for
This role could suit someone who:
- Comes from a financial planning or advisory background
- Wants broader responsibility and impact beyond client work
- Enjoy both technical detail and building better ways of working
- Enjoys improving systems and scaling delivery
- Are commercially curious and comfortable in business development conversations
- Want to help shape how financial wellbeing is delivered at scale, and how the category itself is defined in the market.
Package & benefits
- £60,000–£80,000 (full-time equivalent)
- Bonus / commission linked to commercial contribution
- EMI share options
- Generous pension matching
- 1:1 financial coaching (of course!)
- Remote-first working with regular London meetups
- Flexible role structure (full-time or 2–3 days/week fractional)
Our culture
We’re building an open, inclusive team where:
- People take ownership and stay accountable
- We work out loud and support each other
- Work gets done without drama or delay
- We view problems as opportunities
- Standards are high – we care about quality, not just speed
We’re a small, ambitious team building something meaningful – and we want people with the right mindset to be part of that journey.
Interested?
If you’re excited by the idea of combining financial expertise, operations, and commercial impact, we’d love to hear from you at info@bippit.com
