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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, ensuring seamless integration and data integrity.
- Manage open cases and drive them to completion, maintaining exceptional client satisfaction.
- Ensure client data confidentiality and adhere to policies and procedures.
- Improve operational productivity, capacity, and resource planning, and drive engagement with external service providers.
- Lead and contribute to projects and change management initiatives, driving business growth and improvement.
- Manage and support a team of client administrators, fostering a culture of excellence and development.
- At least 5 years of experience in a similar financial services role, with a deep understanding of the financial planning and wealth management marketplace.
- Proven leadership and management skills, with a track record of recruiting, training, and developing junior staff.
- Familiarity with private banking, investment management, and stockbroking business practices, including experience with platforms and clearing firms.
- First-class organizational, prioritization, and implementation skills, with a minimum of level 4 qualification.
- Salary: £55,000 - £60,000 (dependent 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
