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BESA Group

Operations Manager – Financial Services

BESA Group

Operations Manager leading a team in financial services at Welplan. Streamlining processes and delivering client‑centric service in the construction benefits sector.

Posted 4/28/2026full-timePenrith • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Lead a small but busy team, streamline processes, and deliver calm, client‑centric service across construction benefits.
  • Manage team workload planning and resource allocation, ensuring balanced workloads, resilience, and effective prioritisation.
  • Conduct regular 1:1s and performance check‑ins, ensuring each team member has clear goals, development priorities, and support to succeed.
  • Support employee wellbeing, spotting early signs of burnout or disengagement and taking appropriate action.
  • Ensure clients receive a consistent, reliable, and friendly service across all benefit programmes.
  • Oversee onboarding of new clients, ensuring smooth transitions and clear communication.
  • Monitor service performance, SLAs, and client feedback to identify improvement opportunities.

Requirements

What you’ll need
  • Strong people leadership experience, ideally in a small or growing business.
  • Proven ability to resolve complex operational issues and lead root‑cause analysis.
  • Experience improving processes and building operational structure from the ground up.
  • Excellent communication skills and the ability to bring clarity to ambiguous situations.
  • Hands‑on operational experience in employee benefits, insurance, pensions, or financial services (desirable).
  • Experience of system implementation project delivery (desirable).

Benefits

Comp & perks
  • Hybrid working model
  • Employee wellbeing support
  • Development opportunities
  • 1:1s and performance check-ins
  • Recognition and rewards for strong performance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
process improvementoperational structureroot-cause analysissystem implementationperformance monitoring
Soft Skills
people leadershipcommunicationclient-centric serviceworkload planningemployee wellbeing