Job Title: Operations Manager - Financial Services
Location: Bishop’s Stortford
Salary: £55,000 - £60,000 (depending on experience)
Term: Permanent
Hours: 9am – 5pm Monday - Friday
RecruitAbility is looking for an experienced Operations Manager - Financial Services, to join their prestigious client, who offers a range of services including bespoke financial planning and private banking. This role would suit a result-driven, analytical, and confident individual who is happy to roll up their sleeves and work alongside the team and who is keen to develop their career in Financial Services. The role may develop into a more senior Operations position for the right candidate.
In return, the successful candidate can expect an excellent salary and benefits package, including 28 days holiday (+ bank holidays), and great opportunities within a fast-growing business.
The Role of Operations Manager - Financial Services:
1. To focus on building and operating effective processes, to provide high-quality client services and administrative support.
2. Onboarding client families and implementing recommended financial structures.
3. Management of open cases and driving them to completion.
4. Client data integrity and confidentiality.
5. Understanding, following, and improving our policies and procedures.
6. Improving operational productivity.
7. Capacity and resource planning and management.
8. Drive engagement and improved performance with our external service and product providers including custodians, life companies, and SIPP/Bond providers.
9. Significant leader/contributor to projects and change management initiatives.
10. Manage and support 3 client administrators.
To be considered for the role of Operations Manager - Financial Services:
1. You will have at least 5 years in a similar financial services role.
2. Excellent understanding of the financial planning and broader wealth management marketplace.
3. Proven leadership and management of teams across business functions, including the recruitment, training, integration, and development of new and junior staff.
4. Familiarity with the structures, architecture, and operations of private banking, investment management, and/or stockbroking business practices is essential.
5. Experience working with a platform or clearing firm is crucial.
6. First-class organisation, prioritisation, and implementation skills.
The Package for Operations Manager - Financial Services:
1. Salary: £55,000 - £60,000 (depending on experience)
2. Hours: 9am – 5pm Monday – Friday (office based)
3. Pension (5% employer contribution)
4. Private medical insurance
5. 28 days holiday (excluding bank holidays)
6. Death in Service
7. Free Parking
Please apply online or call (phone number removed) for more information.
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