Administration and Operations Manager - Wealth Management

Are you an accomplished Administration and Operations specialist with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues in a leadership role whilst playing a key role in the development of the service offering? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing holistic Wealth Management Services to HNW clients, this successful IFA practice requires a professional and proactive Administration and Operations Manager to lead their Client Services function. You will take a hands on approach to your work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, Pension, Tax and Estate planning. In addition, your role will focus on the smooth running and further development of the Wealth Management division. This will include management of the CRM and IO systems, Compliance, Customer Service and Financial Management. The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA/Wealth Management practice. You will be able to manage ..... full job details .....