Operations Manager - Wealth Management

Operations Manager - Nottingham, East Midlands

Ref: 703Monday 27 June 2022

£40,000 - £55,000

I am working with a successful Financial Planning and Wealth Management firm, looking to add an Operations Manager to the firm, overseeing the successful delivery of their new platform. 

This role will be mostly home-based, with occasional office trips. 

The successful candidate will be responsible for overseeing and developing the operational framework. 

Key Duties: 

Manage the firm's Financial Advisers and keep them updated with changes to the platform 
Work closely with the technology firm providing the platform and help develop this 
Successfully onboard DFM's onto the platform 

The successful candidate should: 

Have at least 2 years' experience within a similar role, within a Wealth Management firm or platform/investment business 
Strong knowledge of platforms used by Financial Advice firms 
Knowledge of online benefits and technology 

If this sounds like a role you may be interested in, please click apply and one of our consultants will be in touch to discuss in more detail. 

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