Location: Wimbledon. London

 Salary: £55000.00 to £65000.00 per annum

 Posted: 25 November 2020

 Position: Full time. Office based


Job Description

Are you the unique individual we seek to have a major impact on our business?  Will you develop and manage our team in a way that allows everyone to think at their best?  Will you integrate each part of our company into one smooth-running operation with long-lasting practices and procedures?  Will you help us achieve our business plan objectives and the service commitments we make to our clients?

We have a fantastic opportunity on offer, and we are appealing to experienced operations and people managers from any background and any industry.  We wish to fill a critical role and hire a strong and experienced manager who is going to lead and develop our team and make sure we deliver our services and meet our business plan objectives.

This is a chance to join a great firm that has a clear vision for growth and be part of an exciting journey.  The successful person who comes to work with us will take on a challenging and rewarding role that has a clear emphasis on people management and influence over all aspects of the running of our business.  You will be responsible not only for people and processes but also for other areas of business operations including compliance, finance, IT, project management, marketing and more!

A full job description can be viewed and downloaded in the Recruitment Pack which can be found in the box opposite.

You will have responsibility for delivering our business plan and service proposition, and you will be taking on a significant position at our firm that has enormous scope for the future.  We are a business that has its team members right at its heart; we treat them as individuals and listen to their ideas.  We wish to hire someone who shares our strong beliefs in a collaborative approach to management and getting the best out of people.

We have a great culture, we have a great team, we have a clear vision, and we are growing.  We are looking for someone to come on board and help take us to new levels.  With just the Managing Partner to report to and the rest of the team reporting to you, you can see how important this is for us.  If you think you are the one, we would be delighted to hear from you.


25 days holiday plus 2 extra at Christmas, birthday bonus day, Death in Service, sick pay insurance, workplace pension.

Additional Information

Car parking space, hours 9-5.30.

Essential Skills

  • A minimum of two years business and team management experience.  (We are particularly interested to hear from applicants with some form of financial services background, but we could appoint someone from a non-FS background too).
  • Excellent knowledge of the broad principles and issues concerning HR management.
  • Strong IT skills.
  • First-class communication and people skills.
  • A positive attitude and willing and happy to assist and develop others.
  • Good coaching skills.
  • Leadership and team management ability.
  • Strong emotional intelligence.
  • Passionate about client service.
  • Possess the business skills required to ensure we deliver on our plan.

About the Company

Since 1999 Gem & Co Financial Services have been providing independent financial planning services to clients in our local Wimbledon area and beyond.  We are committed to providing financial planning with confidence, commitment, and clarity. In short, we help our clients plan for the life they want to live.

As a Chartered (CII) and Accredited (CISI) firm, we are leaders in our profession; we continually demonstrate our ability to provide advice and service of the highest standard.  To complement this, our independent status means we can provide financial advice that is truly bespoke.  Our accreditations demonstrate our commitment to our clients and our craft.  Over the years, we have developed specific expertise in working with professionals, executives, retirees and business owners.

We are dedicated to helping our clients become financially confident, and we are passionate about delivering a first-class experience that genuinely delights our clients.  We have exciting plans for the future, and this is a superb opportunity to be part of it.  You can make a real impact on our business, and this is a highly responsible role that puts you at the very heart of the management of our business.

We are using a third-party recruiter to assist us with our recruitment process.  Please do apply through the advert rather than to us directly as we wish to co-ordinate all the applications in the same place.The advert can be found in the Recruitment Pack in the box opposite.

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