Head of Operations

4 weeks ago


Bishop's Stortford, United Kingdom Tate Recruitment Full time
Head of Wealth Management Operations Job Description

Job Type: Full-time

Job Category: Financial Services

Location: Bishop's Stortford, Office Based (5 days per week)

About Us: Tate Recruitment is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion.

Job Summary: We are seeking an experienced and motivated individual to lead the Client Services function as the Head of Wealth Management Operations, reporting directly to the Chief Operating Officer.

Key Responsibilities:

  • Building and operating effective operational processes and procedures to underpin high-quality client service and administrative support.
  • Directly undertaking, managing, and improving all operational aspects of new business and client servicing.
  • Managing and mentoring client services and operations staff, including allocating work to team members.
  • Liaising with key providers to monitor and improve service levels and efficiency.
  • Developing, producing, and monitoring operational metrics.

Main Focus: The role holder will be focused on driving engagement and improved performance with our external service and product providers, including custodians, life companies, and SIPP/Bond providers.

Main Experience Requirements:

  • 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.
  • Expert knowledge of Intelliflo Office, its features, capabilities, and best practice usage.
  • First-class organisation, prioritisation, and implementation skills.

Key Knowledge, Skills, and Attributes:

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.

Benefits: Salary: £55k to £60k plus extensive benefits.


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