Operations Manager

7 days ago


Bishop's Stortford, Hertfordshire, United Kingdom RecruitAbility Ltd Full time
{"title": "Operations Manager - Financial Services", "description": "About the Role

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
Requirements
  • 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
What We Offer
  • 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
About Our Client

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.

", "lang_code": "en"}

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