Operations Manager - Wealth Management - City, London, United Kingdom, EC1A2


Operations Manager

CityTo c. £60,000 + competitive bens and bonus

This innovative, boutique wealth management practice is at the forefront of wealth advice, working with HNW individuals and family wealth clients.

They are seeking an operations manager to assist with their development and growth.

This will involve managing all aspects of operations, to drive productivity and risk management objectives.


Developing the operations plan

Identifying resource gaps

Internal communication and management information

Coaching and mentoring of team members

Regulatory compliance

Reviewing and performance, due diligence of software and suppliers

To apply for this role, you will need experience gained in a financial planning or wealth management environment, including an understanding of the processes involved, technical issues and client requirements, coupled with a strong awareness of the regulatory framework and its application to a financial planning firm.

Degree educated, CII Diploma qualified or equivalent and operational management experience are desired.

This is an excellent opportunity to join a client focussed financial planning practice offering personal development, support and progression for an individual committed to a career in financial advice environment.

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