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Operations Manager
2 months ago
We are seeking an experienced Operations Manager 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:- Onboarding client families and implementing recommended financial structures.
- Management of open cases and driving them to completion.
- Client data integrity and confidentiality.
- Understanding, following, and improving our policies and procedures.
- Improving operational productivity and capacity planning.
- Managing and supporting 3 client administrators.
- 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.
- Salary: £55,000 - £60,000 (depending on experience).
- Pension (5% employer contribution).
- Private medical insurance.
- 28 day holiday (excluding bank holidays).
- Death in Service.
- Free Parking.
