Wealth Advice Services Manager - Operations & Strategy
Wealth Advice Services Manager - Operations & Strategy

Wealth Advice Services Manager - Operations & Strategy

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead the development and management of financial advice services across diverse products.
  • Company: Top-tier financial services recruitment firm with a focus on innovation.
  • Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
  • Why this job: Shape the future of wealth management while making a real difference in clients' lives.
  • Qualifications: Experience in stakeholder management, regulatory knowledge, and strong data analysis skills.
  • Other info: Join a dynamic team in a thriving sector with excellent career advancement potential.

The predicted salary is between 43200 - 72000 £ per year.

A leading financial services recruitment firm seeks an experienced Advice Services Manager to oversee the development and management of advice services across various financial products. The role involves tracking market trends, managing the customer journey, and delivering product reviews.

The ideal candidate will possess strong stakeholder management skills, regulatory knowledge, and the ability to analyze data effectively. This opportunity is ideal for someone commercially-minded in the UK wealth management sector.

Wealth Advice Services Manager - Operations & Strategy employer: Rothstein Recruitment

As a leading financial services recruitment firm, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our team enjoys competitive benefits, ongoing training opportunities, and the chance to work alongside industry experts in the heart of the UK wealth management sector, making it an ideal environment for those seeking meaningful and rewarding careers.
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Contact Detail:

Rothstein Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Advice Services Manager - Operations & Strategy

✨Tip Number 1

Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.

✨Tip Number 2

Prepare for interviews by brushing up on market trends and regulatory knowledge. We recommend creating a cheat sheet of key points to discuss, so you can impress your interviewers with your insights and expertise.

✨Tip Number 3

Showcase your stakeholder management skills during interviews. Think of examples where you've successfully navigated complex relationships or delivered results through collaboration. This will highlight your fit for the Advice Services Manager role.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who are ready to make an impact in the financial services industry.

We think you need these skills to ace Wealth Advice Services Manager - Operations & Strategy

Stakeholder Management
Regulatory Knowledge
Data Analysis
Market Trend Analysis
Customer Journey Management
Product Review Management
Commercial Awareness
Wealth Management Knowledge

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Advice Services Manager role. Highlight your stakeholder management skills and any relevant regulatory knowledge to catch our eye!

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 position, focusing on your experience in managing advice services and your understanding of market trends.

Showcase Your Analytical Skills: Since the role involves analysing data, be sure to mention any specific tools or methodologies you’ve used in the past. We love seeing how you’ve used data to drive decisions in your previous roles!

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 without any hiccups!

How to prepare for a job interview at Rothstein Recruitment

✨Know Your Financial Products

Make sure you brush up on the various financial products relevant to the role. Understand their features, benefits, and how they fit into the customer journey. This will show your potential employer that you're not just familiar with the basics but can also provide valuable insights.

✨Stay Updated on Market Trends

Research current market trends in the UK wealth management sector. Be prepared to discuss how these trends could impact the advice services you would manage. This demonstrates your proactive approach and commercial mindset, which is crucial for the role.

✨Showcase Your Stakeholder Management Skills

Think of examples from your past experiences where you've successfully managed stakeholders. Be ready to explain how you navigated challenges and built relationships. This will highlight your ability to collaborate effectively, a key aspect of the role.

✨Prepare for Data Analysis Questions

Since the role requires effective data analysis, be prepared to discuss your experience with data-driven decision-making. Bring examples of how you've used data to improve services or strategies in previous roles. This will illustrate your analytical skills and strategic thinking.

Wealth Advice Services Manager - Operations & Strategy
Rothstein Recruitment
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