Brevere Group is seeking an accomplished Administration and Operations Manager with experience in an IFA/Wealth Management firm to lead the Client Services function and help develop the service offering.
You will be hands-on, act as the initial point of contact for client queries, liaise with product providers, and manage the administration and review processes across Investment, Pension, Tax and Estate planning.
#J-18808-LjbffrWealth Management Operations & Admin Lead 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.
