Operations Director

About Craven Street Wealth

Craven Street Wealth is an award-winning Chartered Financial Planning firm committed to delivering high-quality, independent financial advice to individuals, families, and businesses across the UK.

Established in 2021, the firm has grown rapidly through a combination of strategic acquisitions and organic expansion, and now operates from six regional offices with a team of around c.130 professionals, including c.35 Financial Planners. Managing approximately c.£3 billion in client assets on behalf of more than 4,000+ clients, Craven Street Wealth has built a strong reputation for exceptional client service, trusted advice, and long-term relationships.

As part of the Quanta Group, backed by AnaCap Financial Partners, the business continues to invest in its people, operations, and future growth while maintaining its commitment to independent advice, operational excellence, and outstanding client outcomes.

About the Role

As Operations Director, you will join Craven Street Wealth's Executive Management Team and lead the continued evolution of our operations as we grow. Responsible for client service, paraplanning, and operational delivery, you will help shape and implement a scalable operating model that supports exceptional client outcomes, operational efficiency, and robust governance.

Working closely with the Managing Director, Compliance Director, and wider Executive Management Team, you will play a key role in ensuring the business is well positioned for future growth, regional expansion, and integration opportunities, whilst maintaining the high standards expected of an award-winning Chartered Financial Planning firm.

This is a strategic leadership role for someone who enjoys building high-performing teams, improving operational performance, strengthening governance, and creating the infrastructure required to support sustainable growth.

Your Top Three Responsibilities

1. Lead and develop the operational, client service, and paraplanning functions to deliver outstanding colleague and client outcomes.
   

2. Design, implement, and continuously improve our Target Operating Model, creating an efficient, scalable, and high-performing business.
   

3. Ensure strong governance, regulatory alignment, and operational controls in line with FCA expectations and Consumer Duty.
   

Who You'll Work With

You'll work closely with the Managing Director, Compliance Director, and the wider Executive Management Team, alongside leaders across client service, paraplanning, financial planning, and business support functions.

Who We're Looking For

We're looking for someone who is proactive, collaborative, and comfortable leading through change. You'll care about doing things well, enjoy solving complex operational challenges, and be motivated by the opportunity to shape the future of the business. You'll combine strategic thinking with hands-on operational leadership and be passionate about creating an environment where people, processes, and performance can thrive.

Requirements

Skills & Experience

• Proven experience leading operational functions across client service and/or paraplanning teams.
  
• Strong understanding of operational strategy, governance, and business improvement.
  
• Experience developing scalable operational models to support business growth.
  
• Strong people leadership, coaching, and communication skills.
  
• Experience leading operational change, technology implementation, and process improvement initiatives.
  
• Commercial awareness with the ability to balance client experience, operational efficiency, and business performance.
  

Benefits