Job Description

We are seeking a dynamic professional to lead both

growth strategy

and

operational excellence

within our financial advice business. This wide-ranging role combines

business development

--expanding market reach and building strategic partnerships--with

operational leadership

--ensuring smooth day-to-day functioning and compliance.

ABOUT US:

We are a financial advisory business

.

We love what we do. We have the privilege and responsibility to become intimately involved in the lives of a wide range of people, often with incredible stories to tell. Our skills, knowledge and passion enable them to entrust their financial future, and that of their families into our hands. That is very special to us and resonates with the BSG team and our core values.

WHY WORK WITH US?

We operate a team ethos. We have a genuine commitment to coaching, collaboration, and creating an environment where advisers and the support team can perform at their best and become the best versions of themselves. This role plays a central part in helping BSG scale sustainably -- improving the working lives of our team, enhancing our client experience, and supporting strategic growth across the business. We encourage and support your future learning and development. We offer great employee benefits
o Pension scheme - we match your personal contributions between 4% and 7%

o Life insurance - we will provide life cover at 4 times your salary

o Wellbeing - we will provide private medical insurance, subject to eligibility criteria

o Free car parking - you will need to have a clean driving licence and your own car for commuting purposes

Key Responsibilities:

Strategy, leadership & Culture

oWork closely with the Managing Director & board to support strategic planning, annual business priorities, and operational execution. Chair internal meetings and ensure actions, decisions, and priorities are communicated clearly and delivered across all teams. Champion BSG's culture, ensuring a supportive, high-performance environment where advisers, paraplanners, and administrators can thrive. Drive internal communication to keep the team aligned on goals, expectations, and performance.

Operations

Oversee daily operations to ensure efficiency and compliance with FCA regulations. Implement process improvements to enhance client experience and operational performance. Manage resource allocation, budgeting, and reporting for operational activities. Monitor KPIs such as operational cost reduction, employee workloads, and client satisfaction. Lead optimisation of systems and technology (e.g. CRM, workflows, reporting) to improve efficiency, data, and scalability. Manage the relationship between BSG and the network we operate within' as a bullet point within the Ops section?

Business Development

Help advisers identify and pursue new business opportunities within the financial advice sector. Work with advisers to increase productivity, consistency, and client capacity by improving workflows and support structures. Work with our Head of the Client Support Team to ensure efficient delivery of service to advisers. Oversee staff personal development Develop and implement growth strategies to increase client acquisition and revenue. Prepare and deliver proposals, presentations, and team meetings Build and maintain relationships with key external partners, introducers, and service providers to support growth and operations Lead and deliver cross-business strategic projects (e.g. new service offerings, system upgrades, regulatory updates, client experience improvements and business acquisition integrations)

Required Skills & Competencies

Leadership and team management experience. Ability to evaluate and improve business systems, data, reporting, and automation. Excellent interpersonal skills Understanding of HR law and changes Strong understanding of financial services, including investments, pensions, and insurance (preferred but not essential) Real attention to detail. Proven ability to negotiate and manage strategic partnerships. Proficiency in CRM systems and operational tools. Adaptability to changing market and regulatory environments. Track record of driving growth and improving operational efficiency.

WHAT IS THE SALARY?

In addition to the benefits stated above your starting salary will be based on experience and potential within the range of 75,000 to 85,000. We will review your contribution to the success of the business annually and reward accordingly. We offer you the chance to grow and develop and be as brilliant as you want to be. Options for part-time. The role is primarily office based with some flexibility for remote working 1 day a week.

IF YOU WOULD LOVE TO BE PART OF THE BSG TEAM - what we need to know about you

We would like to understand from your application some key things so tell us in a

cover letter

:

about yourself

what is it about the opportunity that excites you

how will you be successful in the role

what transferable skills & knowledge do you have already

how will you learn the new stuff

Please bear in mind that based on previous experience we know that if you are not able to self- commute and be within a maximum of one hour journey time this position will not work for you.

We are excited to find new talent to join our team and can't wait to hear from you.

Job Types: Full-time, Part-time

Pay: 75,000.00-85,000.00 per year

Expected hours: No more than 37.5 per week

Benefits:

Company pension Flexitime On-site parking
Work Location: In person