Operations Manager at Health Well Solutions

Join a high-growth, FCA-regulated brokerage at the intersection of bespoke medical insurance and preventative healthcare. Working directly with the Managing Director, you will own the end-to-end client pipeline, ensuring seamless service delivery for high-net-worth clients. This is a central, high-impact role in a firm with over 40 years of expertise.

• Manage the full client pipeline from initial enquiry to policy placement, coordinating directly with insurers and senior advisers.
• Maintain operational control by tracking workflows, improving CRM data quality, and identifying bottlenecks before they impact client service.
• Ensure rigorous compliance in an FCA-regulated environment by managing sensitive data and maintaining audit-ready documentation and internal logs.

• 3+ years of operational experience within UK Private Medical Insurance (PMI), financial services, or a regulated health-tech environment.
• Exceptional organizational discipline with the ability to manage complex, multi-stakeholder pipelines without needing close supervision.
• Professional communication skills and technical proficiency in CRM systems and Excel to maintain high standards for a sophisticated client base.

• Direct access to senior leadership and the Managing Director, providing a unique vantage point to influence the business as it scales.
• Unique market position through an exclusive partnership with Health Span, combining traditional brokerage with advanced preventative health screenings.
• High-visibility impact where you move beyond simple administration to owning the operational heartbeat of a specialist, growing firm.