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- Tasks: Support a dynamic team and manage operations in a boutique wealth management firm.
- Company: Join a successful, boutique wealth management firm in the city.
- Benefits: Up to £60,000 salary, discretionary bonus, 25 days holiday, and gym access.
- Why this job: Be the go-to person for executives and make a real impact on team success.
- Qualifications: 5 years experience in wealth management and team management skills required.
- Other info: Office-based role with flexible work options after probation.
The predicted salary is between 43200 - 72000 £ per year.
Exciting opportunity to join a successful, boutique wealth management firm based in the city in an EA / Operations role. The role will be split between EA duties (15%) and Operations / Team Management (85%) working in support of a hardworking and professional team of 40.
The majority of your role will focus on team support / operations and you will be responsible for managing a team of 5 support staff – overseeing and delegating work, 1-to-1s, appraisals and working together to improve processes. You will work closely with the senior team on companywide projects plus act as the point of contact for some external suppliers, as well as overseeing monthly / quarterly reporting for clients.
You will provide light EA support to the CEO and COO by liaising with HNW / UHWN clients, organising Board meetings and taking minutes.
This role would suit a candidate who has at least 5 years' experience within wealth management / financial services who has managed a team previously and is confident liaising at all levels across the business – you will be the go-to person for your executives and the team and will be highly trusted by your colleagues.
The role will be fully office-based for probation (6 months) with the option to work from home once a week beyond that.
Up to £60,000 plus discretionary bonus, 25 days' holiday plus bank holidays and gym in building.
EA / Operations in London employer: Buckingham Recruitment
Contact Detail:
Buckingham Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land EA / Operations in London
✨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 hunt for an EA/Operations role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their operations and think about how your experience managing teams can add value. We want you to shine when you get that chance to impress!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a leg up. Plus, it’s super easy to keep track of your applications with us!
We think you need these skills to ace EA / Operations in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the EA / Operations role. Highlight your experience in wealth management and team management, as well as any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that relate to the responsibilities mentioned in the job description. Let us know why you’re excited about joining our firm!
Showcase Your Team Management Skills: Since a big part of the role involves managing a team, make sure to highlight your leadership experience. Talk about how you've successfully overseen teams in the past, delegated tasks, and improved processes. We love seeing candidates who can inspire and lead others!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Buckingham Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial services. Understand the firm's operations and how they manage their team. This will show that you're genuinely interested in the role and can hit the ground running.
✨Showcase Your Leadership Skills
Since you'll be managing a team, be ready to discuss your previous experience in team management. Prepare examples of how you've successfully delegated tasks, conducted appraisals, and improved processes. This will demonstrate your capability to lead effectively.
✨Prepare for Client Interactions
As you'll be liaising with high-net-worth clients, practice how you would handle these conversations. Think about how to maintain professionalism while being approachable. This is key to building trust with both clients and your team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, team dynamics, and future projects. This not only shows your interest but also helps you gauge if the firm is the right fit for you. Plus, it gives you a chance to engage with your interviewers.