Wealth Operations Lead - Flexible Location in Exeter

Wealth Operations Lead - Flexible Location in Exeter

Exeter Full-Time No working from home possible
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Progeny is seeking a Wealth Operations Manager to lead a regional team of Client Executives and Paraplanners, ensuring consistent service delivery and performance against regional goals. The role includes capacity planning, performance monitoring, and driving efficiency through standardisation and digitisation, within a regulated environment.

The role offers flexible location with a South-office base, requiring strong people leadership and a data-driven approach to improvements across client

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Contact Details:

Progeny Recruitment Team