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- Tasks: Support advisers with technical tasks and manage workflows for client satisfaction.
- Company: Established recruitment consultancy with a focus on wealth management.
- Benefits: Competitive salary, collaborative team environment, and career development opportunities.
- Why this job: Play a key role in optimising practice efficiency and enhancing client experiences.
- Qualifications: Extensive wealth management experience and proficiency in Salesforce and Microsoft Office.
- Other info: Dynamic role with opportunities for growth in a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
A well-established recruitment consultancy is seeking an Operations Manager for its Epsom office. This role is crucial in supporting advisers with technical and administrative tasks, managing workflows, and ensuring client satisfaction.
The ideal candidate should have extensive experience in the wealth management sector, possess strong organizational skills, and be proficient in Salesforce and Microsoft Office.
This position offers the opportunity to play a key role in optimizing practice efficiency while fostering a collaborative team environment.
Wealth Management Operations Lead in Epsom employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Operations Lead in Epsom
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Brush up on your Salesforce and Microsoft Office skills. If you can showcase your proficiency in these tools during interviews, it’ll definitely give you an edge over other candidates. Consider taking a quick online course if you need a refresher!
✨Tip Number 3
Prepare for behavioural interview questions. Think about times when you've optimised workflows or improved client satisfaction in previous roles. We want to hear those success stories that highlight your organisational skills!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Wealth Management Operations Lead in Epsom
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and showcases your organisational skills. We want to see how your background aligns with the role, so don’t be shy about emphasising relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Operations Manager role. Share specific examples of how you've supported advisers and improved workflows in previous positions.
Showcase Your Tech Skills: Since proficiency in Salesforce and Microsoft Office is key, make sure to mention any relevant experience you have with these tools. We love seeing candidates who can hit the ground running with tech skills that enhance practice efficiency!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of the wealth management sector. Be ready to discuss industry trends, regulations, and best practices. This shows that you're not just familiar with the role but also passionate about the field.
✨Show Off Your Organisational Skills
Prepare examples of how you've successfully managed workflows in previous roles. Use specific scenarios where your organisational skills made a difference, especially in supporting advisers or enhancing client satisfaction.
✨Get Comfortable with Salesforce and Microsoft Office
Since proficiency in Salesforce and Microsoft Office is key for this role, make sure you can talk confidently about your experience with these tools. Consider preparing a few examples of how you've used them to improve efficiency or manage tasks.
✨Emphasise Team Collaboration
This position values a collaborative team environment, so be ready to share experiences where you've worked effectively within a team. Highlight how you contributed to team success and how you handle challenges in a group setting.
