At a Glance
- Tasks: Lead client services and manage administration processes in Wealth Management.
- Company: Successful IFA practice focused on holistic Wealth Management for HNW clients.
- Benefits: Professional environment with a client-centric approach and career development opportunities.
- Other info: Hands-on role with a focus on investment, pension, tax, and estate planning.
- Why this job: Make a real impact in a leadership role within a dynamic Wealth Management team.
- Qualifications: Experience in administration and operations within an IFA/Wealth Management firm.
The predicted salary is between 50000 - 60000 £ per year.
Are you an accomplished Administration and Operations specialist with experience gained within an IFA/Wealth Management firm?
Are you able to utilise your expertise to deliver a first class service to clients and colleagues in a leadership role whilst playing a key role in the development of the service offering?
Are you looking for a professional environment with a client centric approach?
If the answer to these questions is yes, this could be the ideal role for you.
Due to continued success in providing holistic Wealth Management Services to HNW clients, this successful IFA practice requires a professional and proactive Administration Operations Manager to lead their Client Services function.
You will take a hands on approach to your work, acting as the initial point of contact for client queries and well as liaising with product providers.
In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties.
Your work will cover Investment, Pension, Tax and Estate planning.
In addition, your role will focus on the smooth running and further development of the Wealth Management division.
This will include management of the CRM and IO systems, Compliance, Customer Service and Financial Management.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA/Wealth M...
Administration & Operations Manager - Wealth Management employer: Brevere Group
Join a leading IFA practice that prides itself on delivering exceptional Wealth Management services in a professional and client-focused environment. As an Administration & Operations Manager, you will benefit from a supportive work culture that encourages personal growth and development, while playing a pivotal role in enhancing our service offerings for high-net-worth clients. With a commitment to excellence and a proactive approach, this is an opportunity to thrive in a dynamic team dedicated to providing first-class service.
