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- Tasks: Lead and improve operations for our Private Wealth team, ensuring top-notch client service.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive holidays, bonuses, and health perks like cashback on wellness initiatives.
- Why this job: Be part of a dynamic team focused on client success and personal growth in a supportive culture.
- Qualifications: Experience in financial services, team management, and a knack for process improvement is essential.
- Other info: This is a full-time, hybrid role with opportunities for professional development and shopping discounts.
The predicted salary is between 36000 - 60000 £ per year.
- Location: Bromsgrove, Worcestershire, United Kingdom
- Salary: Competitive Salary and Benefits
Private Wealth Operations Manager
AFH Wealth Management is proud to be oneof the UK’s leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is afull-time, hybrid workingpermanent opportunitywith a competitive salary andrange of benefits.
As our Private Wealth Operations Manager, you will typically:
- Ensure processes are followed correctly and efficiently, resulting in the best outcome for clients and stakeholders within AFH Financial Group. This includes ensuring all administration duties are completed to the highest standard by the team and in line with SLA’s.
- Identify any administration process issues and implement improvements that will streamline workflows and create efficiencies across the business.As well as implement projects that will assist with the expansion of AFH Private Wealth.
- Proactively mitigate risk through effective monitoring of control processes to reduce the risk of breaches, reputational damage and financial loss; oversee control process improvement within the teams, escalating any concerns to the Head of Technical Operations.
- Identify and provide coaching on where workflow or process improvements are needed within the team and implement new ways of working to reduce handover to other departments.
- Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Private Wealth seeks to comply with this FCA requirement.
What we are looking for in our ideal Private Wealth Operations Manager:
- Good knowledge of the Financial Services Sector (particularly the UK & US Stock Market) and Investment Products.
- Relevant Qualifications through The Chartered Institute for Securities & Investment is desirable.
- Knowledge of TCF Principles and how they are applicable to individual roles.
- Previous experience of managing, coaching and supporting team members.
- Demonstrable ability to identify areas for improvement, by analysing data, and manage change.
- Proven problem solving and decision-making skills.
Benefits and Perks at AFH
- Flexible working & holidays –Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- Social perks –To recognise and celebrate employees\’ great work we are all invited to our annual Christmas and Summer parties.
- Pension –We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
- Bonus scheme –All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
- Health and wellbeing –The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional development –We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Shopping discounts –Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.
If you or anyone that you know are interested in becoming a part of our growing community as our Private Wealth Operations Manager, get in touch and click ‘APPLY’ today or email us via recruitment@afhgroup.com. We look forward to hearing from you!
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Private Wealth Operations Manager employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Operations Manager
✨Tip Number 1
Familiarise yourself with the Financial Services Sector, especially the UK and US Stock Markets. Understanding current trends and regulations will not only boost your confidence during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial advisory and wealth management sectors. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture at AFH.
✨Tip Number 3
Prepare to discuss your experience in managing teams and implementing process improvements. Be ready to share specific examples of how you've successfully identified issues and driven change in previous roles.
✨Tip Number 4
Understand the principles of Treating Customers Fairly (TCF) and be prepared to explain how you would apply these in your role. This knowledge will show that you align with AFH's values and are committed to client satisfaction.
We think you need these skills to ace Private Wealth Operations Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in operations management. Emphasise any previous roles where you managed teams or improved processes.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities and qualifications mentioned in the job description. Use examples from your past experience to demonstrate how you meet these requirements.
Showcase Your Knowledge: In your application, mention your understanding of Treating Customers Fairly (TCF) principles and how they apply to the role. This shows that you are not only familiar with the industry but also committed to compliance.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of Private Wealth Operations Manager.
How to prepare for a job interview at AFH Financial Group.
✨Understand the Financial Services Sector
Make sure you have a solid grasp of the UK and US Stock Markets, as well as various investment products. This knowledge will not only help you answer questions confidently but also demonstrate your commitment to the role.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experiences where you've identified areas for improvement and successfully implemented changes. Highlighting your analytical skills will show that you can manage change effectively.
✨Emphasise Team Management Experience
Be ready to discuss your previous experience in managing and coaching team members. Share specific instances where your leadership made a positive impact on team performance or morale.
✨Familiarise Yourself with TCF Principles
Understanding the concept of Treating Customers Fairly (TCF) is crucial for this role. Be prepared to explain how you would ensure compliance with these principles in your day-to-day operations.
