Wealth Management Operations Manager

at  RecruitAbility Ltd

• Wealth Management Operations Manager
• Operations Manager - Wealth Management
  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 offer a range of services including bespoke financial planning and private banking. 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.
  In return, the successful candidate can expect an excellent salary and benefits package, including 28 days holiday (+ bank holidays), and great opportunities within a fast growing business.

The Role of Wealth Management Operations Manager:

• To focus on building and operating effective processes, to provide high quality client services and administrative support.
• 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
• You 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
• Manage and support 3 client administrators

To be considered for the role of Wealth Management Operations Manager:

• You will have at least 5 years 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, 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 we have a direct relationship with our custodian, experience working with a platform or clearing firm is crucial.
• First class organisation, prioritisation and implementation skills.
• In depth experience in Wealth Management practices
• A minimum of level 4 qualified.

The Package for Wealth Management Operations Manager:

• Salary: £55,000 - £60,000 (depending on experience)
• Hours: 9am – 5pm Monday – Friday (office based)
• Pension (5% employer contribution)
• Private medical insurance
• 28 day holiday (excluding bank holidays)
• Death in Service
• Free Parking

The Role of Wealth Management Operations Manager:

• To focus on building and operating effective processes, to provide high quality client services and administrative support.
• 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
• You 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
• Manage and support 3 client administrator

To be considered for the role of Wealth Management Operations Manager:

• You will have at least 5 years 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, 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 we have a direct relationship with our custodian, experience working with a platform or clearing firm is crucial.
• First class organisation, prioritisation and implementation skills.
• In depth experience in Wealth Management practices
• A minimum of level 4 qualified