Recruitment Rebellion is seeking an Operations Manager for a city-based wealth management business. You will design and build the operational model, focusing on processes, workflows and technology integration to support growth.
You'll own client onboarding, platform interactions, and daily operations while shaping automation and AI use across the business. A strong background in financial planning or wealth management operations is essential, with about five years of experience.
#J-18808-Ljbffr
Operations Architect: Wealth Management & Family Office employer: Recruitment Rebellion
At de Lisle Financial Planning, we pride ourselves on being an excellent employer by offering a supportive work culture that fosters professional growth and development. Our Gloucestershire practice provides a unique opportunity for aspiring financial planners to gain hands-on experience while pursuing a fully funded Diploma, ensuring a rewarding career path with dedicated mentoring and a focus on building meaningful client relationships.
