Operations Leadership Position

4 days ago


Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time
Job Description

Job Title: Head of Operations

Job Type: Full-time

Location: Bishop's Stortford

Job Description:

  • The successful candidate will be responsible for leading the Client Services function, focusing on building and operating effective operational processes and procedures to underpin high-quality client service and administrative support.
  • Key responsibilities will include directly undertaking, managing, and improving all operational aspects of new business and client servicing, including onboarding client families, managing open cases, and ensuring client data integrity and confidentiality.
  • The ideal candidate will have excellent understanding of the financial planning and broader wealth management marketplace, preferably with recognised qualifications in financial services as well as operations or project management.
  • They will also have proven leadership and management of teams across business functions, crucially including the recruitment, training, integration, and development of new and junior staff.
  • The candidate should be highly organised, competent, and a confident manager with a positive attitude and enthusiastic nature.


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