Location
Stonehouse, UK
Company
Clear Future Financial Planning
Are you a strategic, people-first leader looking to shape how a values-driven business operates and grows? Are you ready to make a genuine impact — not just within a company, but in the lives of clients, team members, and the community?
We’re looking for an experienced and adaptable Operations Manager to take the reins of day-to-day operations, help drive strategic growth, and embed values like transparency, community, and sustainability into every aspect of how we work. You’ll work closely with the Director and lead a passionate team in a certified B Corp, where your voice is heard and your leadership makes a real difference.
Your Role as Operations Manager
You’ll be the go-to person for ensuring smooth, efficient, and aligned business operations. This role combines strategic leadership with hands-on management, giving you scope to enhance systems, empower people, and shape sustainable growth.
Here’s what your week might look like:
Monday: Align with the team on priorities and review KPIs to flag up urgent issues
Tuesday: Focus on strategic planning and process improvements
Wednesday: Conduct one-to-one check-ins and manage recruitment, onboarding, or training
Thursday: Coordinate marketing logistics and conduct compliance and risk reviews
Friday: Review financials, report to the Director, and wrap up the week
Key Responsibilities
- Leadership & Team Support: Foster a collaborative, respectful, and high-performing culture
- Process Optimisation: Implement and refine systems that enhance productivity
- Strategic Planning: Translate goals into actionable, measurable plans
- People Management: Lead recruitment, onboarding, training, and development processes
- Client Experience: Help enhance the quality and consistency of our service
- Technology & Efficiency: Identify and implement tools that improve operations
- Financial Oversight: Manage budgets and align spending with strategic priorities
- Risk & Compliance: Monitor risks and ensure regulatory obligations are met
- Marketing Campaign Support: Coordinate resources and logistics for marketing campaigns.
For full details please see our Job Spec.
Who We’re Looking For
We’re looking for someone who thrives in a small-business environment and is ready to lead with empathy, initiative, and purpose.
You Bring:
- Strong leadership, business, HR, and project management experience
- Strong communication and problem-solving skills
- A keen eye for process improvement and efficiency
- Emotional intelligence, adaptability, and resilience
- A hands-on, “roll-up-your-sleeves” attitude
Your Values:
- Transparency and trust
- Environmental responsibility and community impact
- Fairness, inclusion, and continuous learning
Bonus:
- Background in financial services, HR, or regulatory compliance
- Qualifications such as a Certificate in Financial Planning or a degree in Business, HR, or a related field
Why You’ll Love Working With Us
We’re a purpose-led financial services firm that helps people align their finances with their values, protect their families, and take control of their financial futures. Our B Corp certification reflects our deep commitment to people, planet, and community — not just profit.
Here’s what makes us a great place to work:
- Supportive Environment: A tight-knit, collaborative team where well-being, respect, and balance are prioritised.
- Leadership Opportunity: Direct input into the future of the business alongside the owner.
- Room to Grow: Access to professional development and meaningful responsibilities that stretch your skills.
- Community & Environmental Impact: Be part of a business that supports local initiatives and actively works to reduce its environmental footprint.
- Work-Life Balance: Flexible working hours and a team culture that respects your personal time.
What We Offer:
Salary: £50,000 – £60,000 dependent upon knowledge and experience.
Benefits: Flexible working hours, full-time position with the option to work longer days over fewer days, 5% employer pension contribution, death in service benefits, Vitality health, Christmas shut down period, volunteering opportunities, study and qualification support, on-site car parking.
Ready to Lead With Purpose?
If you’re looking for more than just a job — if you want to lead a team, influence change, and contribute to something meaningful — we’d love to hear from you. Submit your application to 👉 Simon Evans Simon@clearfuturefp.co.uk.
