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Wealth Management Operations Director
2 months ago
Location: Flexible
Salary: £55,000 - £60,000 (depending on experience)
Term: Permanent
Hours: 9am – 5pm Monday - Friday
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. This role would suit a result-driven, analytical, and confident individual who is happy to roll up their sleeves and work alongside the team, and who is keen to develop their career in Financial Services.
The Role of Wealth Management Operations Manager:- Process Development: Focus on building and operating effective processes to provide high-quality client services and administrative support.
- Client Onboarding: Onboard client families and implement recommended financial structures.
- Case Management: Manage open cases and drive them to completion.
- Data Integrity: Ensure client data integrity and confidentiality.
- Policies and Procedures: Understand, follow, and improve our policies and procedures.
- Operational Productivity: Improve operational productivity and efficiency.
- Capacity and Resource Planning: Manage and plan capacity and resources.
- External Partnerships: Drive engagement and improved performance with external service and product providers.
- Project Leadership: Lead and contribute to projects and change management initiatives.
- Team Management: Manage and support 3 client administrators.
- Experience: At least 5 years in a similar financial services role.
- Market Knowledge: Excellent understanding of the financial planning and broader wealth management marketplace.
- Leadership: Proven leadership and management of teams across business functions, including recruitment, training, integration, and development of new and junior staff.
- Industry Knowledge: Familiarity with the structures, architecture, and operations of private banking, investment management, and/or stockbroking business practices.
- Skills: First-class organization, prioritization, and implementation skills.
- Qualifications: 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: Comprehensive coverage
- Holiday: 28 days (excluding bank holidays)
- Death in Service: Life insurance coverage
- Free Parking: On-site parking available
