Operations Manager
7 days ago
We are seeking an experienced Operations Manager - Financial Services to join our prestigious client, a leading provider of bespoke financial planning and private banking services. As an Operations Manager, you will play a key role in building and operating effective processes, providing high-quality client services, and administrative support.
Key Responsibilities- Focus on building and operating 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
- Ensure client data integrity and confidentiality
- Understand, follow, and improve our policies and procedures
- Improve operational productivity and capacity
- Manage and support 3 client administrators
- Drive engagement and improved performance with external service and product providers
- At least 5 years of experience 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
- Familiarity with private banking, investment management, and/or stockbroking business practices
- First-class organisation, prioritisation, and implementation skills
- 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
Our client is a leading provider of bespoke financial planning and private banking services. They offer a range of services to high net worth individuals and families, and are committed to providing exceptional client service and support.
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