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- Tasks: Lead operations and drive strategic growth in a prestigious wealth management firm.
- Company: Award-winning Wealth Management Consultancy with a strong employee-owned ethos.
- Benefits: Competitive salary, profit share, flexible work options, and professional development.
- Why this job: Make a real impact on business strategy and client operations in a dynamic environment.
- 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
Chipping Norton (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
Contact Detail:
Oval Recruit 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. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, we love seeing candidates take initiative!
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 is tailored to the Head of Operations role. 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. Mention your expertise in wealth management and how you can contribute to our team's success. Keep it engaging and personal!
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to improve efficiency and implement strategies. We love numbers, so if you can quantify your successes, even better!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Oval Recruit
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and investment strategies. Familiarise yourself with the company's services, especially their approach to discretionary and advisory portfolio management. This will show that you're genuinely interested and ready to contribute from day one.
✨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 and improved operational efficiency in previous roles. Highlight your experience in strategic planning and how you've contributed to business growth.
✨Understand Compliance and Risk Management
Given the importance of compliance in this role, be prepared to discuss your understanding of financial regulations and risk management practices. Think of specific instances where you've identified compliance issues and how you addressed them, as this will showcase your proactive approach.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company's future plans and how they measure success. This not only shows your interest but also gives you a chance to assess if the company aligns with your career goals.