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Operations Manager - Financial Advice

Lime Professional Services

london, england, United-Kingdom Full-time July 01, 2026

Found Description

Operations Manager - Financial Advice

Location: London EC1A

Salary: £45,000 - £55,000 + Bonus & Benefits

Key Responsibilities

Finance & Operations

  • Oversee income reconciliation, payroll, and bank reconciliation
  • Support management accounts and financial reporting
  • Manage CRM systems and third‑party tech stack

Compliance & Regulation

  • Ensure FCA and regulatory compliance (GABRIEL, PII, CPD, T&C)
  • Liaise with compliance consultants and regulatory bodies
  • Monitor file reviews and management information (MI)
  • Lead internal committees and adviser reviews

HR & Administration

  • Manage recruitment, contracts, and staff reviews
  • Oversee incentives and team performance
  • Support business planning, board meetings, and IT/security
  • Coordinate marketing activity and supplier relationships

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