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- Wealth Management Operations Manager
- Operations Manager - Wealth Management
- To focus on building and operating effective processes, to provide high quality client services and administrative support.
- onboarding client families and implementing recommended financial structures.
- management of open cases and driving them to completion.
- client data integrity and confidentiality.
- understanding, following and improving our policies and procedures.
- improving operational productivity
- capacity and resource planning and management
- You will drive engagement and improved performance with our external service and product providers including custodians, life companies and SIPP/Bond providers.
- The role holder will also be a significant leader/contributor to projects and change management initiatives
- Manage and support 3 client administrators
- You will have at least 5 years in a similar financial services role.
- Excellent understanding of the financial planning and broader wealth management marketplace
- Proven leadership and management of teams across business functions, crucially including the recruitment, training, integration and development of new and junior staff.
- Familiarity with the structures, architecture and operations of private banking, investment management and/ or stockbroking business practices is essential. Because we have a direct relationship with our custodian, experience working with a platform or clearing firm is crucial.
- First class organisation, prioritisation and implementation skills.
- In depth experience in Wealth Management practices
- A minimum of level 4 qualified.
- Salary: £55,000 - £60,000 (depending on experience)
- Hours: 9am – 5pm Monday – Friday (office based)
- Pension (5% employer contribution)
- Private medical insurance
- 28 day holiday (excluding bank holidays)
- Death in Service
- Free Parking
