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Operations Manager (Wealth management / IFA)

Ernest Gordon Recruitment Limited
Posted 2 days ago, valid for 5 days
Location

Teddington, Greater London TW11 8EW, England

Salary

£60000 - £70000/annum 36 Days + Flexible Working Hours

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Contract type

Full Time

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Sonic Summary

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  • The position is for an Operations Manager in the wealth management sector, offering a salary between £60,000 and £70,000.
  • Candidates should have a background in financial services, specifically within IFA or wealth management, and relevant experience is required.
  • The role includes overseeing daily operations, implementing new processes, and ensuring FCA compliance in a client-focused firm.
  • Employees enjoy benefits such as 36 days of holiday, flexible working hours, and the option for hybrid work one day a week.
  • The company is located in Teddington and values continuous improvement, seeking someone to enhance efficiency across all business functions.

Operations Manager (Wealth management / IFA)

60,000 - 70,000 + 36 Days Holiday + Stable Company + Local Parking + Autonomy to Implement Processes + Flexible Hours + 1 Day a Week Hybrid

Teddington

Are you an Operations Manager with IFA / Wealth Management background looking to join a tight knit IFA, which will offer you flexible working hours, 36 days holiday and 1 day a week at home?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They have been operating for 35 years and have 80milllion under management. They are going through a period of organic growth and are looking for an Operations Manager to improve the business.

Your role will involve overhauling the companies existing processes and procedures in relation to client management, compliance, administration and HR. The company have a strong focus on continuous improvement and want someone to improve efficiency and effectiveness across all business functions.

This role would suit an Operations Manager from a Wealth Management background looking to join a business known for looking after their staff with flexible hours, 36 days holiday and hybrid working.

The Role

* Overseeing daily operations of the business
* Implementing new processes and procedures
* Ensuring FCA compliance
* 8.5 hours a day (Flexible) Monday-Friday with 1 hour for lunch

The Person

* Operations Manager
* Financial Services background
* Commutable to Teddington

Reference Number:

Key words: Admin, finance, consultant, clients, planning, Teddington, Operations, Process.

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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