Operations Development Manager

1 month ago


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

Job Summary:

We are seeking an experienced Operations Development Executive to join our team at Tate Recruitment. The successful candidate will be responsible for building and operating effective operational processes and procedures to underpin high-quality client service and administrative support.

Key Responsibilities:

  • 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 external service and product providers.
  • Leading and contributing to projects and change management initiatives.

Requirements:

  • Excellent understanding of the financial planning and broader wealth management marketplace.
  • Recognised qualifications in financial services, operations, or project management.
  • Proven leadership and management of teams across business functions.
  • Familiarity with private banking, investment management, and/or stockbroking business practices.
  • Expert knowledge of Intelliflo Office or similar software.
  • First-class organisation, prioritisation, and implementation skills.
  • Excellent communication skills.

What We Offer:

The ideal candidate will be a confident team player with at least 5 years' experience in a similar financial services role. We offer a positive and enthusiastic work environment, with opportunities for continuous self-improvement and development.

How to Apply:

If you are a result-driven, analytical, and confident individual with a passion for financial services, please submit your application.



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