At a Glance
- Tasks: Lead operations and compliance for a dynamic wealth management team.
- Company: Join a long-established, independent family-owned financial advisory firm.
- Benefits: Enjoy a competitive salary up to £80,000 and potential board membership.
- Other info: Opportunity to work with experienced advisers and grow your own client base.
- Why this job: Make impactful decisions while helping clients secure their financial futures.
- Qualifications: CII or equivalent qualifications required; business development experience is essential.
The predicted salary is between 48000 - 64000 £ per year.
Job Description
We have an exciting new opportunity for a Wealth Management Operations Director/Manager with Compliance experience for our client in South Yorkshire.
The company has been established for many years but remains fully independent.
Salary up to c£80,000.
The financial advisers provide truly independent unbiased financial advice UK wide. They have a team of experienced independent financial advisers ready to help with all aspects of clients’ personal finance, specialising in retirement and pension planning, mortgages, investments and financial protection.
Being a family-owned and run business they can help clients to make the best decisions to get the most out of retirement and to grow their investments.You will be working alongside 11 IFA plus a team of Mortgage and Protection Advisers.
Your role will entail modifying procedures and processes and working closely with the board of directors in making fundamental decisions.
Experience in the following areas would be very advantageous:
Head of Financial Planning, Investment and Paraplanning
Webinars and seminars
Retail Investing
Head of Planning
Area Manager
Head of Investment
Director
Compliance Manager
Operations
Business Development.
Initiating strategies and processes.
There is opportunity to become a board member.
You must have business development experience and also have experience of growing a team of IFA's.
Having your own clients or have the skills in lead generation to help quickly cover the increased salary cost would be advantageous.
CII or equivalent qualifications a must.
Please apply on-line or contact Cameron James for full details.
IFA Operations and Compliance Manager in Barnsley employer: Cameron James
As a family-owned and independent wealth management firm in South Yorkshire, we pride ourselves on fostering a supportive and collaborative work culture that values employee growth and development. With competitive salaries and the potential for board membership, we offer our team members unique opportunities to influence the direction of the business while providing unbiased financial advice to clients across the UK. Join us to be part of a dedicated team where your contributions truly matter and where you can thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Operations and Compliance Manager in Barnsley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Cameron James. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Operations and Compliance Manager in Barnsley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Cameron James.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Cameron James's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Cameron James
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Cameron James.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Cameron James will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Cameron James employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
