Head of Wealth Management

2 months ago

Bishops Stortford, United Kingdom CV-Library Full time

Head of Wealth Management Operations.

Salary: £55k to £60k plus extensive benefits
Location: Bishop's Stortford, Office Based (5 days per week)

About the Company:
Tate is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. As part of their ambitious growth plans, they 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.

Main Focus of the Head of Wealth Management Operations:

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 including but not limited to:
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
capacity and resource planning and management
The role holder will drive engagement and improved performance with our external service and product providers including custodians, life companies and SIPP/Bond providers.
The role holder will also be a significant leader/contributor to projects and change management initiatives, providing subject matter expertise where appropriate and evaluation of new solutions throughout their development.Main Experience Requirements (essential)

Excellent understanding of the financial planning and broader wealth management marketplace, preferably with recognised qualifications in financial services as well as operations or project management.
Proven leadership and management of teams across business functions, crucially including the recruitment, training, integration and development of new and junior staff.
Familiarity with the structures, architecture and operations of private banking, investment management and/ or stockbroking business practices is essential. Because our client has a direct relationship with their custodian, experience working with a platform or clearing firm is crucial.
Expert knowledge of Intelliflo Office, its features, capabilities and best practice usage, or something similar.
First class organisation, prioritisation and implementation skills, capable of driving operational performance to a consistently high standard and backed up with a keen attention to detail and excellent communication skills. This is critical throughout the client lifecycle and especially for all regulated activities.
Proficiency with MS Office applications is essential, including Word, Excel, PowerPoint and Outlook.
Good experience with process improvement/engineering is a distinct advantage.Specifically, duties will include:

Directly undertaking operational tasks to support demand peaks, such as account opening, payments, etc.
Owning, designing and documenting procedures and best practices for all processes.
Ensuring we make best use of the technology we already have (e.g. Intelliflo Office) and helping to identify and assess other useful tools and solutions.
Performing data collation and analysis to support incident handling and MI/Reporting.
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.This is not an exhaustive list of duties, and you will be expected to perform different tasks as necessitated by your changing role within the organisation and its overall business objectives.

Key Knowledge, Skills and Attributes

The ideal candidate should be a confident team player that has 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.

Highly organised, competent manager with positive attitude and enthusiastic nature. High personal standards to deliver quality services to our clients and the rest of our team. Evidence of previous management skills such as organisation, prioritisation, focus on accuracy and ability to work under pressure.

Confidentiality is key, thoroughness and attention to detail, effective communication and confidence to challenge and work with teams and advisers.

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. The role may develop into a more senior Operations position for the right candidate.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application

  • Head of Wealth Management

    3 weeks ago

    Bishop's Stortford, United Kingdom Tate Professional Full time

    Head of Wealth Management Operations. Salary: £55k to £60k plus extensive benefitsLocation: Bishop's Stortford, Office Based (5 days per week) About the Company:Tate is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to private banks, offering a...

  • Wealth Management Operations Manager

    2 months ago

    Bishops Stortford, United Kingdom CV-Library Full time

    Job Title: Wealth Management Operations Manager Location: Bishop’s Stortford Salary: £55,000 - £60,000 (depending on experience) Term: Permanent Hours: 9am – 5pm Monday - Friday   RecruitAbility is looking for an experienced Wealth Management Operations Manager to join their prestigious client, who...

  • Head of Wealth Management Operations Leader

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job OverviewTate Recruitment is proud to partner with a bespoke wealth management firm in the UK, seeking an experienced leader to lead their Client Services function as the Head of Wealth Management Operations.The ideal candidate should have at least 5 years' experience in a similar financial services role, with a strong understanding of the financial...

  • Head of Wealth Management

    4 weeks ago

    Bishop's Stortford, United Kingdom Tate Full time

    Head of Wealth Management Operations. Salary: £55k to £60k plus extensive benefits Location: Bishop's Stortford, Office Based (5 days per week) About the Company: Tate is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to private banks,...

  • Operations Manager for Wealth Management

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Main ResponsibilitiesThe Head of Wealth Management Operations will be responsible for directly undertaking operational tasks, owning and designing procedures, and ensuring best use of technology such as Intelliflo Office.They will also manage and mentor client services and operations staff, allocate work to team members, liaise with key providers, and...

  • Technical Wealth Manager

    3 days ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job OverviewTate Recruitment is seeking an experienced Technical Manager to join our partner company's wealth management team in Bishop's Stortford. The successful candidate will have a strong background in wealth planning and client service, with a proven track record of delivering exceptional results.The role requires a high level of technical expertise,...

  • Wealth Management Expert

    2 days ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job OverviewWe are partnering with a bespoke wealth management firm in Bishop's Stortford to find an exceptional Technical Manager. This is an excellent opportunity for someone looking to develop and implement comprehensive wealth planning strategies for high net worth individuals and families.As a Technical Manager, you will work closely with our team of...

  • Wealth Management Technical Specialist

    3 days ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job SummaryWe are looking for a talented Technical Manager to join our wealth management firm in Bishop's Stortford. This is an exciting opportunity for an experienced professional to take on a challenging role, working closely with senior stakeholders to develop strategic wealth planning solutions.About the RoleThe Technical Manager will be responsible...

  • Wealth Planning Specialist

    3 days ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Are you a skilled technical professional looking for a challenging role in wealth management?Tate Recruitment is working with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion.The company offers a range of wealth management services that exceed traditional IFA offerings, and as part of their ambitious growth...

  • Wealth Planning Strategist

    3 days ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    About the RoleWe are seeking a skilled Technical Manager to join our team at Tate Recruitment, working with a bespoke wealth management firm in Bishop's Stortford. This is an excellent opportunity to be part of their ambitious growth plans and contribute to the development of innovative wealth planning strategies.As a Technical Manager, you will work closely...

  • Specialist Private Wealth Manager

    7 days ago

    Bishop's Stortford, Hertfordshire, United Kingdom Errington Legal Full time

    Errorntton Legal is seeking a Specialist Private Wealth Manager to join our Private Client Team in Bishop's Stortford.The role involves advising clients on wealth protection, inheritance tax planning, and estate administration. You will also be responsible for managing a caseload of client matters with limited supervision.To succeed in this role, you will...

  • Wealth Planning Strategist

    3 days ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job DescriptionAt Tate Recruitment, we are partnering with a bespoke wealth management firm in Bishop's Stortford to find an experienced Technical Manager. This role is perfect for a highly skilled professional looking to take their career to the next level.The successful candidate will have a deep understanding of wealth planning and the core best practice...

  • Technical Expert

    3 days ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    About the RoleTate Recruitment is partnering with a bespoke wealth management firm in Bishop's Stortford to find a Technical Manager who can help them achieve their ambitious growth plans. As a key member of their team, you will play a crucial role in developing and implementing innovative wealth planning strategies.The successful candidate will have a...

  • Senior Wealth Planning Consultant

    4 days ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Company OverviewTate Recruitment is proud to partner with a bespoke wealth management firm in the Bishop's Stortford area that is undergoing significant expansion. The company offers a range of wealth management services, exceeding traditional IFA offerings.Job DescriptionWe are seeking a highly skilled Technical Manager to join our team. As part of their...

  • Head of Operations

    2 months ago

    Bishop's Stortford, United Kingdom Tate Recruitment Full time

    Job Description Head of Wealth Management Operations. Salary: £55k to £60k plus extensive benefits Location: Bishop’s Stortford, Office Based (5 days per week) Tate is proud to partner with a bespoke wealth management firm in Bishop’s Stortford that is undergoing significant expansion. The company’s client proposition is akin to private banks,...

  • Head of Operations

    3 months ago

    Bishop's Stortford, United Kingdom Tate Recruitment Full time

    Head of Wealth Management Operations.Salary: £55k to £60k plus extensive benefitsLocation: Bishop’s Stortford, Office Based (5 days per week)Tate is proud to partner with a bespoke wealth management firm in Bishop’s Stortford that is undergoing significant expansion. The company’s client proposition is akin to private banks, offering a range of...

  • Head of Operations

    3 months ago

    Bishop's Stortford, United Kingdom Tate Recruitment Full time

    Head of Wealth Management Operations.Salary: £55k to £60k plus extensive benefitsLocation: Bishop’s Stortford, Office Based (5 days per week)Tate is proud to partner with a bespoke wealth management firm in Bishop’s Stortford that is undergoing significant expansion. The company’s client proposition is akin to private banks, offering a range of...

  • Head of Operations

    3 months ago

    Bishop's Stortford, United Kingdom Tate Recruitment Full time

    Head of Wealth Management Operations.Salary: £55k to £60k plus extensive benefitsLocation: Bishop’s Stortford, Office Based (5 days per week)Tate is proud to partner with a bespoke wealth management firm in Bishop’s Stortford that is undergoing significant expansion. The company’s client proposition is akin to private banks, offering a range of...

  • Head of Operations

    3 months ago

    Bishop's Stortford, United Kingdom Tate Recruitment Full time

    Head of Wealth Management Operations.Salary: £55k to £60k plus extensive benefitsLocation: Bishop’s Stortford, Office Based (5 days per week)Tate is proud to partner with a bespoke wealth management firm in Bishop’s Stortford that is undergoing significant expansion. The company’s client proposition is akin to private banks, offering a range of...

  • Paraplanner

    2 months ago

    Bishops Stortford, United Kingdom CV-Library Full time

    Job Title:          Paraplanner / Technical Manager   Location:          Bishop’s Stortford Salary:              £45,000 - £55,000  (depending on...