Wealth Management Office & Operations Lead in Southampton

Wealth Management Office & Operations Lead in Southampton

Southampton Full-Time 37800 - 46200 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Lead office operations and support client administration in a dynamic wealth management environment.
  • Company: Join Charles-Stanley, a respected name in financial services based in Southampton.
  • Benefits: Enjoy competitive pay, professional growth, and a supportive team culture.
  • Other info: Great opportunity for career advancement in a thriving office.
  • Why this job: Make a real difference by enhancing processes and delivering top-notch client service.
  • Qualifications: Experience in wealth management or financial services is essential.

The predicted salary is between 37800 - 46200 Β£ per year.

Charles-Stanley in Southampton is seeking an experienced Office Manager to oversee the Southampton office, ensuring efficient operations, governance, and regulatory compliance. You will work with the Branch Manager to support client administration and lead a team of Investment Managers' Assistants.

The role suits someone with wealth management or financial services background who enjoys improving processes and delivering exceptional client service.

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Wealth Management Office & Operations Lead in Southampton employer: Charles Stanley

Raymond James Wealth Management is an exceptional employer that fosters a collaborative and supportive work culture, particularly within the Intermediary Partnerships Support team. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while contributing to meaningful client outcomes. Located in a dynamic financial services environment, the company prioritises employee well-being and offers a range of resources to enhance job satisfaction and performance.

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Contact Details:

Charles Stanley Recruitment Team

We think you need these skills to ace Wealth Management Office & Operations Lead in Southampton

Office Management
Operations Management
Governance
Regulatory Compliance
Client Administration
Team Leadership
Wealth Management