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Wealth Management Operations Director
2 months ago
RecruitAbility Ltd is seeking an experienced Wealth Management Operations Manager to join their prestigious client, a leading provider of bespoke financial planning and private banking services.
Key Responsibilities:- Develop and implement effective processes to provide high-quality client services and administrative support.
- Onboard client families and implement recommended financial structures.
- Manage open cases and drive them to completion.
- Maintain client data integrity and confidentiality.
- Understand, follow, and improve policies and procedures.
- Improve operational productivity and capacity.
- Manage and support 3 client administrators.
- At least 5 years of experience in a similar financial services role.
- Excellent understanding of the financial planning and wealth management marketplace.
- Proven leadership and management of teams across business functions.
- Familiarity with private banking, investment management, and stockbroking business practices.
- First-class organisation, prioritisation, and implementation skills.
- 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.
