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Operations Manager (Wealth management / IFA)

Ernest Gordon Recruitment
Posted a day ago, valid for a month
Location

Teddington, Greater London TW11 8EW, England

Salary

£70,000 per annum

Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Operations Manager position in Wealth Management/IFA offers a salary between £60,000 and £70,000, along with 36 days of holiday and flexible working hours.
  • This role requires an Operations Manager with a financial services background and experience in the wealth management sector.
  • The successful candidate will be responsible for improving existing processes related to client management, compliance, administration, and HR.
  • The company is known for its supportive culture and offers the opportunity for hybrid working, with one day a week at home.
  • Candidates should be commutable to Teddington and are encouraged to apply with an up-to-date CV.

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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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.