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For Companies At a Glance
- Tasks: Lead operations in Wealth Management, driving improvements and supporting senior management.
- Company: Expanding Wealth Manager with a focus on growth and innovation.
- Benefits: Competitive salary, excellent bonus, hybrid working, and comprehensive benefits package.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Experience in operations leadership within Wealth Management and strong organisational skills.
- Other info: Opportunity for career growth and skill development in a fast-paced environment.
The predicted salary is between 50000 - 50000 £ per year.
City of London (hybrid working) c £50,000 and excellent bonus/Benefits package
The opportunity
Our client, a well established, expanding Wealth Manager is looking for a highly organised and commercially minded Operations Manager, essentially with a Wealth Management/Financial planning sector background, to play a pivotal role in ensuring the smooth, scalable and compliant running of operations across the business.
Working closely with the Operations Director, you’ll help drive continuous improvement across core business functions including Operations, Internal IT, HR, CSR/ESG, and Business Assurance. You’ll also take ownership of key corporate governance activities, supporting executive leadership and enabling effective decision-making at Board and Senior management level.
This is a broad, high-impact role suited to someone who thrives in a fast-paced financial services environment and enjoys balancing strategic coordination with hands-on delivery.
Key responsibilities will sit within the following:
- Operations & Process Improvement
- HR & People Operations
- Facilities, Health & Safety
- CSR / ESG
- Business Assurance & Compliance Support
- Acquisition & Integration
- Board & Executive Support
- Reporting & Business Support
About You
You are a proactive, detail-driven operator who can confidently manage multiple priorities while maintaining discretion and professionalism.
Experience will include:
- Proven experience in an operations leadership or senior coordination role within Wealth Management/Financial Planning
- A demonstrable track record of delivering process improvements and operational reporting
- Experience supporting Board/Senior Management governance, including minute-taking and records management
- Exceptional organisation and stakeholder management
- Strong written and verbal communication, including drafting for senior executives
- High level of discretion handling confidential information
- Strong problem-solving skills with sound judgement
- Advanced Microsoft Office 365 (Outlook, Excel, Word, PowerPoint, Teams/SharePoint)
- Experience with governance/document tools (e.g. Diligent Boards)
- Desirable: PRINCE2, Agile, Lean Six Sigma or similar
- Desirable: UK GDPR/data protection knowledge
In summary
This opportunity represents an excellent chance to provide a significant, fundamentally important operational role in an impressive business which has significant growth plans and offers a long-term career option. You will have the opportunity to build on your current skills and knowledge and build relationships with all stakeholders in the business.
A full job specification available on request/application
Operations Manager (Wealth Management/Financial Planning) in London employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager (Wealth Management/Financial Planning) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management and financial planning sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its operations. Understand their values and recent developments in the wealth management space. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your problem-solving skills! Since the role involves process improvements and operational reporting, think of examples from your past experiences where you’ve successfully tackled challenges. Be ready to share these during interviews.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge. Plus, it shows you’re keen on joining our team!
We think you need these skills to ace Operations Manager (Wealth Management/Financial Planning) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Operations Manager in Wealth Management. Highlight your relevant experience and skills that align with the job description, especially around process improvement and stakeholder management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Mention specific examples from your past that demonstrate your operational leadership and problem-solving skills.
Showcase Your Communication Skills: Since strong written communication is key for this role, ensure your application is clear, concise, and free of errors. This is your opportunity to show us how you can draft for senior executives!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Financial Divisions
✨Know Your Operations Inside Out
Make sure you brush up on your knowledge of operations management, especially in the wealth management and financial planning sectors. Be ready to discuss specific processes you've improved in previous roles and how they can apply to this new position.
✨Showcase Your Communication Skills
Since you'll be supporting senior management and board governance, practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated complex information to stakeholders in the past.
✨Demonstrate Problem-Solving Prowess
Think of a few scenarios where you've successfully tackled operational challenges. Be prepared to explain your thought process and the outcomes, as this will highlight your ability to handle the fast-paced environment mentioned in the job description.
✨Familiarise Yourself with Tools and Techniques
Get comfortable with Microsoft Office 365 and any governance/document tools like Diligent Boards. If you have experience with methodologies like PRINCE2 or Lean Six Sigma, be ready to discuss how these can enhance operational efficiency in the role.