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- Tasks: Manage daily operations and support a growing team in wealth management.
- Company: Join a successful wealth management firm with a supportive culture.
- Benefits: Competitive salary, bonus scheme, hybrid working, and 24 days annual leave.
- Why this job: Make a real impact while developing your career in a dynamic environment.
- Qualifications: Experience in financial services and strong communication skills required.
- Other info: Encouragement for continuous professional development and career growth.
The predicted salary is between 42000 - 50000 £ per year.
We are recruiting for a successful wealth management firm who are looking for an Operations Manager, with relevant experience in the financial sector, to join their growing team as soon as possible. This is a fabulous opportunity to join a great team of individuals who are genuinely lovely! This is a newly created, hands-on role managing the day-to-day operations of the team. This role doesn’t require ‘office management’ in the facilities sense, as the team are based in stunning serviced offices. This role is all about operational and strategic management - supporting the team, nurturing internal and external relationships and ensuring maximum operational efficiency and success.
We’re looking for someone with a strong understanding of financial services, relevant financial qualifications and a growth and development mindset. Continuous professional development, both individually and as a team, is encouraged by our client, and they will support individuals looking to undertake further finance qualifications.
What’s on offer:
- Competitive salary (£42k - £50k, dependent on experience)
- Discretionary bonus scheme
- Benefits package
- Hybrid working (3 days in the office/week)
- 24 days annual leave + BH
- A great work environment where you are genuinely supported to further your career
- Standard hours of 9.30am-5.30pm
What we’re looking for:
- Previous relevant experience in financial services
- Strong understanding of financial services including the advice process and regulatory requirements
- Relevant financial qualifications are highly advantageous, together with a commitment to continuous personal development
- Ops Manager / Practice management / supervisory experience
- Experienced in managing KPIs and undertaking performance reviews
- Experience of administrative management practices and procedures
- IT literate
- Confident communication skills
- Fluent English (spoken and written)
Key responsibilities as the Practice Manager will include:
- Day-to-day operational management of a small but growing team of Paraplanners and administrators
- Managing team performance
- Supporting the team’s career development and professional qualifications
- Conducting team 1:1s, creating and managing KPIs and undertaking staff reviews
- Providing operational and administrative support to management and financial advisors
- Managing recruitment requirements
- Coordinating team and office operations and workflows to ensure maximum efficiency and success
- Planning and coordinating company events
Interested in this Wealth Management Operations Manager role? If you’re looking for a new Practice Manager role within a growing financial services organisation and have the skills and experience we’re looking for, then don’t delay - submit your CV NOW.
Operations Manager - Wealth Management in London employer: Carousel Consultancy
Contact Detail:
Carousel Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager - Wealth Management in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for an Operations Manager 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 interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their lovely team.
✨Tip Number 3
Practice your communication skills! As an Operations Manager, you'll need to convey ideas clearly and confidently. Try mock interviews with friends or use online resources to sharpen your pitch and ensure you come across as the confident candidate they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job in wealth management.
We think you need these skills to ace Operations Manager - Wealth Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Operations Manager role. Highlight your relevant experience in financial services and any qualifications that match what we're looking for. We want to see how you can bring your unique skills to our lovely team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your background makes you a perfect fit for this hands-on role. Let us know how you can support our team's growth and success.
Showcase Your Communication Skills: Since this role involves managing a team and supporting relationships, make sure your application reflects your confident communication skills. Whether it's in your CV or cover letter, we want to see how you articulate your thoughts clearly and effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our fantastic team!
How to prepare for a job interview at Carousel Consultancy
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services, especially the advice process and regulatory requirements. Being able to discuss these topics confidently will show that you’re not just familiar with the industry but also genuinely interested in it.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to share examples of how you've successfully led teams in the past. Talk about your experience with performance reviews, KPIs, and how you’ve supported team members in their professional development.
✨Demonstrate Operational Efficiency
Think about specific instances where you improved operational processes or workflows. Be ready to discuss how you can bring that same efficiency to their team, ensuring maximum success in day-to-day operations.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and opportunities for continuous professional development. This shows that you’re not only interested in the role but also in how you can grow within the company.
