Operations Consultant - Wealth Management / Investments - Level 4 - Croydon, London, United Kingdom, CR0


Operations Consultant - Wealth Management / Pensions / Investments

Do you have an operations background within wealth management, pensions or investments?

Are you looking for a new challenge that will give you the chance to utilise this knowledge to do more than just providing support?

Does the opportunity to help grow a brand new wealth management business appeal to you?

If the answer is yes, keep reading!

We are looking for an Operations Consultant to help build out the customer Operations Team for a new investments business, that supports both IFAs and direct customers.

It would suit someone who is level 4 qualified, or on the way to being so, with relevant industry qualifications such as CF1, CISI, FA2, IOC, IMC, IAQ etc

Given the nature of the role and your qualifications you will already have in depth understanding of wealth and investments products (such as Pensions, SIPPs, ISAs, OEICs, ETFs, Equities and UTs).

The difference with this opportunity compared to most operations roles is that, rather than just the support aspects to the role, you'll get the chance to use your experience to create new operational processes and capabilities to administer these products from scratch.

Due to the start up nature of the business, it can be unstructured and is a fast-paced environment. However, for people who thrive in this sort of set up, there are excellent progression and development opportunities