Operations Manager - Wealth Planning
Based Wetherby Outskirts
Salary £45,000 - £65,000 depending upon experience + Bonus
Our client is a firm of Independent Financial Advisers, established in 2006.
They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver real value to our clients.
Their Private Client and Serious Injury Teams currently looks after c.350 clients with £420m of assets under management.
The Role - Operations Manager
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
They are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured
to:
- consistently deliver a 5-star service to clients
- manage risk by embedding best practice and compliance into standardised processes and client workflows
- apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be ab...