Financial Services Operations Manager

4 weeks ago


Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £55,000 - £60,000
Job Title: Development and Operations Administrator

Head of Wealth Management Operations

Location: Office Based (5 days per week)

The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. The role holder will be focused on building and operating effective operational processes and procedures to underpin high quality client service and administrative support, delivering unparalleled service to our clients as well as our advisers and joint venture partners.

The principal activities for the role holder will include:

  • Directly undertaking, managing and improving all operational aspects of new business and client servicing.
  • Onboarding client families and implementing recommended financial structures.
  • Client data integrity and confidentiality.
  • Understanding, following and improving our policies and procedures.
  • Driving engagement and improved performance with our external service and product providers.
  • Leading and contributing to projects and change management initiatives.

The ideal candidate should be a confident team player with at least 5 years' experience in a similar financial services role, with a positive attitude and enthusiastic nature, keen to become a pivotal asset to the business and its partners and clients, with the desire for continuous self-improvement and development.

High personal standards to deliver quality services to our clients and the rest of their team. This role would suit a result-driven, analytical and confident individual who is happy to roll up their sleeves and work alongside the team and who is keen to develop their career in Financial Services.



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