We have an exciting new opportunity for a Wealth Management Operations Director/Manager with Compliance experience for our client in South Yorkshire.
The company has been established for many years but remains fully independent.
Salary up to c£80,000.
The financial advisers provide truly independent unbiased financial advice UK wide. They have a team of experienced independent financial advisers ready to help with all aspects of clients’ personal finance, specialising in retirement and pension planning, mortgages, investments and financial protection.
Being a family-owned and run business they can help clients to make the best decisions to get the most out of retirement and to grow their investments.You will be working alongside 11 IFA plus a team of Mortgage and Protection Advisers.
Your role will entail modifying procedures and processes and working closely with the board of directors in making fundamental decisions.
Experience in the following areas would be very advantageous:
Head of Financial Planning, Investment and Paraplanning
Webinars and seminars
Retail Investing
Head of Planning
Area Manager
Head of Investment
Director
Compliance Manager
Operations
Business Development.
Initiating strategies and processes.
There is opportunity to become a board member.
You must have business development experience and al...