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- Tasks: Lead operations to ensure top-notch client service and streamline processes.
- Company: Join AFH Wealth Management, a top independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive holidays, bonuses, and health perks.
- Other info: This is a full-time, hybrid role with opportunities for career development.
- Why this job: Be part of a dynamic team focused on client success and professional growth.
- Qualifications: Experience in financial services and team management is essential.
The predicted salary is between 43200 - 72000 £ per year.
2 days ago Be among the first 25 applicants
AFH Wealth Management is proud to be one of 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 a full-time, hybrid working permanent opportunity with a competitive salary and range 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!
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Industries
Banking
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Private Wealth Operations Manager employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Operations Manager
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the Financial Services Sector, especially regarding the UK and US Stock Markets. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals already working in wealth management or financial advisory roles. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at AFH Wealth Management.
✨Tip Number 3
Prepare to discuss specific examples of how you've identified process improvements in previous roles. Highlight your problem-solving skills and ability to manage change effectively, as these are key attributes for the Private Wealth Operations Manager position.
✨Tip Number 4
Understand the concept of Treating Customers Fairly (TCF) and be ready to explain how you would apply this principle in your role. Showing that you prioritise client welfare will resonate well with AFH's values and mission.
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 qualifications from The Chartered Institute for Securities & Investment and your understanding of TCF principles.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills in process improvement and team management align with AFH's goals, and provide specific examples of past successes.
Highlight Problem-Solving Skills: AFH is looking for candidates who can identify areas for improvement. Use your application to showcase instances where you've successfully analysed data to implement changes that enhanced efficiency or reduced risk.
Showcase Leadership Experience: Since the role involves coaching and supporting team members, be sure to include examples of your leadership experience. Describe how you've motivated teams and improved workflows in previous positions.
How to prepare for a job interview at AFH Wealth Management
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of the UK and US stock markets, as well as investment products. Being able to discuss current trends or recent changes in the financial services sector will demonstrate your expertise and enthusiasm for the role.
✨Emphasise Process Improvement Skills
Prepare examples of how you've identified and implemented process improvements in previous roles. Highlighting your ability to streamline workflows and enhance efficiency will resonate well with the interviewers, especially given the focus on administration duties.
✨Understand Treating Customers Fairly (TCF)
Familiarise yourself with the TCF principles and be ready to discuss how they apply to your work. Showing that you understand the importance of compliance and customer care will reflect positively on your candidacy.
✨Demonstrate Leadership and Coaching Experience
Be prepared to talk about your experience in managing and coaching team members. Providing specific examples of how you've supported your team and fostered a positive working environment will highlight your suitability for the managerial aspect of the role.