Operations Manager - Wealth Management

Operations Manager - Wealth Management - City of London / Hybrid - £42k-£50k (DoE) + bonus

We are recruiting for a successful wealth management firm who are looking for an Operations Manager, with relevant experience in the financial sector, to join their growing team as soon as possible.

This is a fabulous opportunity to join a great team of individuals who are genuinely lovely! This is a newly created, hands-on role managing the day-to-day operations of the team. This role doesn t require office management in the facilities sense, as the team are based in stunning serviced offices. This role is all about operational and strategic management - supporting the team, nurturing internal and external relationships and ensuring maximum operational efficiency and success.

We re looking for someone with a strong understanding of financial services, relevant financial qualifications and a growth and development mindset. Continuous professional development, both individually and as a team, is encouraged by our client, and they will support individuals looking to undertake further finance qualifications.

What s on offer:

• Competitive salary (£42k - £50k, dependent on experience)
• Discretionary bonus scheme
• Benefits package
• Hybrid working (3 days in the office/week)
• 24 days annual leave + BH
• A great work environment where you are genuinely support to further your career
• Standard hours of 9.30am-5.30pm

What we re looking for:

• Previous relevant experience in financial services
• Strong understanding of financial services including the advice process and regulatory requirements
• Relevant financial qualifications are highly advantageous, together with a commitment to continuous personal development
• Ops Manager / Practice management / supervisory experience
• Experienced in managing KPIs and undertaking performance reviews
• Experience of administrative management practices and procedures
• IT literate
• Confident communication skills
• Fluent English (spoken and written)

Key responsibilities as the Practice Manager will include:

• Day-to-day operational management of a small but growing team of Paraplanners and administrators
• Managing team performance
• Supporting the team s career development and professional qualifications
• Conducting team 1:1s, creating and managing KPIs and undertaking staff reviews
• Providing operational and administrative support to management and financial advisors
• Managing recruitment requirements
• Coordinating team and office operations and workflows to ensure maximum efficiency and success
• Planning and coordinating company events

Interested in this Wealth Management Operations Manager role?

If you re looking for a new Practice Manager role within a growing financial services organisation and have the skills and experience we re looking for, then don t delay - submit your CV NOW, quoting AE- Operations Manager - Financial Services