img
Permanent

Operations Manager (Wealth Management), St Albans, £35,000 - £45,000 (DOE), Hybrid Working

St. Albans
money-bag 35000.00-35000.00 Annual
Posted Today

A successful St. James''s Place Practice based in St Albans is seeking an experienced Operations Manager to join their growing wealth management business. This is an excellent opportunity for someone with strong IFA or wealth management operational experience who enjoys improving processes, supporting advisers, and helping a business run efficiently.The successful candidate will play a key role in overseeing the day-to-day operations of the practice, ensuring high service standards for clients while supporting the continued growth of the business.Key ResponsibilitiesOverseeing the day-to-day operational running of the practice.Managing and improving internal processes and workflows to ensure efficiency and compliance.Supervising and supporting the administration team, ensuring work is processed accurately and within service standards.Ensuring smooth processing of new business, fund switches, withdrawals and policy servicing across providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter.Maintaining accurate records and overseeing systems such as Xplan.Supporting advisers with operational oversight, compliance processes and reporting.Liaising with providers and clients to maintain a high standard of service delivery.Identifying opportunities to improve operational efficiency and client experience.RequirementsPrevious experience in an Operations Manager, Senior IFA Administrator or Practice Manager role within wealth management.Strong knowledge of ..... full job details .....

Other jobs of interest...

Robert Walters
LondonToday
money-bag100000.00-100000.00 Annual
BCT Resourcing
LondonToday
money-bag40000.00-40000.00 Annual
Financial Divisions
St. AlbansToday
money-bag30000.00-30000.00 Annual
Lipton Media
LondonToday
money-bag40000.00-40000.00 Annual

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!

Jobs. Straight to your inbox!

if (string.IsNullOrEmpty(Model.Item1.RecruiterReference) || Model.Item1.ImportId == 50144) { if (!(!string.IsNullOrEmpty(Model.Item1.JobURL) && Model.Item1.ImportId != 101)) { } }