Job Information

Our Clients are a National and International firm of Wealth Managers providing services and solutions to employers and individuals who have a requirement for financial planning. Typically to include investment portfolio construction, inheritance tax planning and advice around pension income options.

The Role of Head of Operations:

Reporting to the MD of Wealth Management, the key tasks are to be accountable for creating & managing all systems and controls within the Wealth Management P&L and the delivery of the advice.

You will ensure that the Wealth Management Business Streams have the necessary task management and administrative support needed to ensure the smooth processing and delivery of advice within the Business and operational plan. This will include a review of our Target Operating Model to recommend changes, as appropriate, to the WM MD for approval and then the Executive Team. To then deliver on any changes, within agreed timelines and the provision of the agreed MI.

In addition to provide oversight to the Executive Team of all relevant MI & key tasks relating to performance of each Service Proposition against targets, KPIs and other metrics set and agreed by the Team.
You will be required to manage and direct a set of Operations Managers and Client Support Managers who are responsible for delivering our client service.

Essential:
Firm understanding of Wealth Management, Financial Planning and EB.

A full job description, full and benefits etc will be provided on application