Operations Manager (Wealth Management)
We are working with a well-established SJP Practice based in Hambledon that is looking to take on a new Operations Manager. This will be an office-based position in Hampshire, ideal for a candidate with previous experience within the Financial Services industry as either an administrator or team leader.
Responsibilities
- Provide high-level technical and administrative support to the Advisers/Practice Manager
- Be the point of escalation for complex client queries, liaising with advisers, clients and third parties
- Ensure Practice Support Specialists perform their key functions consistently and efficiently
- Manage holiday bookings for team members
- Progress complex applications with product providers to ensure each case completes in a timely manner
Knowledge, Experience and Skills
- Senior administration experience within an SJP practice or investment/wealth management environment
- Experience of managing workflow, systems and procedures
- Experience of client management systems such as Salesforce
- Strong attention to detail and excellent client interaction skills
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Operations Manager (Wealth Management) employer: Artemis Clarke Ltd
Join a dynamic team in Harrogate as a Financial Adviser, where you will enjoy the flexibility of self-employment alongside high earning potential. Our supportive work culture fosters professional growth and development, ensuring you have access to the resources needed to excel in your role while making a meaningful impact on clients' financial well-being.
