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Head of Operations

2 months ago

Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time
Head of Wealth Management Operations

Tate Recruitment is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings.

Main Responsibilities:
  • Building and operating effective operational processes and procedures to underpin high-quality client service and administrative support.
  • Directly undertaking, managing, and improving all operational aspects of new business and client servicing.
  • Driving engagement and improved performance with external service and product providers.
  • Leading and contributing to projects and change management initiatives.
Requirements:
  • Excellent understanding of the financial planning and broader wealth management marketplace.
  • Proven leadership and management of teams across business functions.
  • Familiarity with private banking, investment management, and/or stockbroking business practices.
  • Expert knowledge of Intelliflo Office or similar platforms.
  • First-class organisation, prioritisation, and implementation skills.
Key Attributes:
  • Confident team player with a positive attitude and enthusiastic nature.
  • Highly organised, competent manager with a keen attention to detail.
  • Effective communication and confidence to challenge and work with teams and advisers.

This role would suit a result-driven, analytical, and confident individual who is happy to roll up their sleeves and work alongside the team. The role may develop into a more senior Operations position for the right candidate.