Operations Manager (Wealth Management)
We are working with a well-established IFA Firm based in Hampshire that are looking to take on a new Operations Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent problem solving skills and be able to prioritise your workload whilst working independently or part of the team.This will be an office-based position, working in Hampshire. We are looking for candidates who has previous experience working within the Financial Services industry as either an administrator or team leader.Responsibilities:- Provide high level technical and administrative support to the Advisers/Practice Manager;- Deal effectively with queries from clients and other parties through effective communication;- Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate;- Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes;- Provide technical support and training to new/junior staff joining the practice;- Manage holiday bookings for team members;- Deal effectively with queries from clients and other parties through effective communication;- Ensure that files are complete with all required client identification documentation and necessary application forms;- Process applications accurately and record the ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!