Head of Operations
4 weeks ago
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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