Operations Director

3 weeks ago


Bishop's Stortford, Hertfordshire, United Kingdom RecruitAbility Ltd Full time

Job Title: Operations Manager - Financial Services

**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. The successful candidate will be responsible for 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.

**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 the structures, architecture, and operations of private banking, investment management, and/or stockbroking business practices.

**What We Offer**

* Competitive salary: £55,000 - £60,000 (depending on experience).
* 28 day holiday (excluding bank holidays).
* Private medical insurance.
* Death in Service.
* Free parking.

**How to Apply**

Please apply online or call for more information.



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