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For Companies At a Glance
- Tasks: Lead operations and drive strategic growth in a dynamic wealth management firm.
- Company: Award-winning, employee-owned wealth management consultancy with a strong ethos.
- Benefits: Competitive salary, profit share, flexible work options, and professional development.
- Why this job: Make a real impact on a prestigious client base and shape the future of the firm.
- Qualifications: Strong operations management experience and knowledge of financial services regulations required.
- Other info: Join a collaborative team focused on success and career growth.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
Head of Operations – HNW Wealth Manager & Investment Management Firm
Oxfordshire – (flexible work from home options) – £competitive + Bonus (Profit Share) & Package
An Award-winning Wealth Management Consultancy who continues to grow and develop have an exciting opening for a Senior Operations Manager. This key new role will report directly into the CEO and be responsible for managing and developing client operations. You will work closely with Senior Management on strategic growth, efficiency and implementation.
The company are a highly regarded Wealth Manager who provide niche Wealth Planning Advice and Investment Management solutions to a prestigious HNW Client base. They manage portfolios both on a Discretionary and Advisory basis, are experts in legacy planning and offer long term Investment, Pension and Estate Planning. They are currently 40 strong and are fully employee owned which brings a strong working ethos to the firm where everyone prospers from the continued success. They offer an excellent working environment; strong package including profit share and heavily invest in the development of the team.
Specifics of the role include –
- Overall management responsibility for business operations. Head of Financial Planning, Paraplanning and Client Management will all report into you.
- Support the above managers and departments with day to day running, technical oversight and service requirements when needed.
- Hold management meetings with direct reports, reviewing departmental performance, goals and budgets.
- Work closely with the CEO and COO on long term strategy and business improvement projects. Assist in the development of the business plan and individual department plans.
- Support the overall growth strategy of the company and have a key input into business decision making.
- Help identify compliance and risk issues. Work closely with the compliance manager to ensure compliance frameworks are followed.
- Provide the board with key information and reporting as required.
- Attend weekly and monthly management meetings.
- Take ownership of relationships with key service providers.
This role would suit someone who would enjoy a strategic role where you would have genuine input into the continued development of a highly successful business. You will need to bring both technical expertise and strong business operations management experience. A through knowledge of investments, wealth management and financial services regulations is key, alongside professional qualifications (min diploma 4 qualified).
For more information, please contact Richard Garbett
Head of Operations - HNW Wealth Manager & Investment Management Firm employer: Oval Recruit Ltd.
Contact Detail:
Oval Recruit Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Operations - HNW Wealth Manager & Investment Management Firm
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself to key players. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their values, recent projects, and how they operate. We want you to show them that you’re not just another candidate, but someone who genuinely cares about their mission and can contribute to their growth.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience in operations management and how it aligns with their needs. We believe that being well-prepared will help you stand out from the crowd.
✨Tip Number 4
Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in keeping you top of mind. We recommend reiterating your enthusiasm for the role and how you can add value to their team. It shows professionalism and genuine interest!
We think you need these skills to ace Head of Operations - HNW Wealth Manager & Investment Management Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Head of Operations. Highlight your experience in managing client operations and strategic growth, as these are key aspects of the job. We want to see how your background aligns with our needs!
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 how you've driven efficiency and implemented successful strategies in previous positions. We love a good story!
Showcase Your Technical Expertise: Since this role requires a strong understanding of investments and financial services regulations, make sure to highlight any relevant qualifications and experiences. We’re looking for someone who can hit the ground running, so don’t hold back!
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!
How to prepare for a job interview at Oval Recruit Ltd.
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and investment strategies. Understand the company's approach to client operations and be ready to discuss how your experience aligns with their needs.
✨Showcase Your Leadership Skills
As a Head of Operations, you'll need to demonstrate strong leadership capabilities. Prepare examples of how you've successfully managed teams, improved processes, or driven strategic initiatives in your previous roles.
✨Be Ready for Strategic Discussions
Expect questions about long-term strategy and business improvement. Think about how you can contribute to the company's growth and be prepared to share your insights on industry trends and compliance issues.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company’s future. Inquire about their current challenges, growth plans, and how they measure success in client operations. This will demonstrate your genuine interest in the role.
