At a Glance
- 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.
- Other info: Join a collaborative team focused on success and career growth.
- 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.
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 in Chipping Norton employer: Oval Recruit
As an employee-owned firm, this award-winning Wealth Management Consultancy in Chipping Norton offers a collaborative and supportive work culture where every team member shares in the success of the business. With flexible work-from-home options, a competitive salary package including profit share, and a strong commitment to professional development, employees are empowered to grow their careers while contributing to the strategic direction of the company. Join a dedicated team that values innovation and excellence in providing bespoke wealth planning and investment management solutions to a prestigious high-net-worth client base.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Operations - HNW Wealth Manager & Investment Management Firm in Chipping Norton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Oval Recruit. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Head of Operations - HNW Wealth Manager & Investment Management Firm in Chipping Norton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Oval Recruit.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Oval Recruit's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Oval Recruit
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Oval Recruit.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Oval Recruit will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Oval Recruit employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
