Operations Manager – Wealth/Financial Planning

THE COMPANY:

Our client is a partner-owned private client investment management firm, offering a range of discretionary and advisory services for UK and international clients.

THE RESPONSIBILITIES:

• Oversee and approve core regular and ad-hoc operational tasks
• Supervise the Operations Analyst, including providing training and hosting regular catch ups
• Manage and run the quarterly valuations process for the firm
• Analyse large data sets and assist with data control and integrity
• Assist on operational system maintenance and service provider relationships including internal user administration, technical upgrades and regular service reviews
• Assist and manage projects including process improvement and automation
• Cover for Operations Analyst and second cover for Office Manager
• Support Head of Operations & Operations Team with ad hoc duties

EXPERIENCE REQUIRED:

• Proven experience in a similar role in a busy, fast-paced environment.
• Proactive, ability to use initiative and be flexible.
• Good attention to detail and ability to improve processes.
• Excellent organisation, time management and prioritisation skills.
• Confident, courteous, friendly and approachable with good communication skills, maintaining confidentiality at all times.
• IT literate with a willingness to learn other tools as required, including SQL
• Basic industry knowledge.

For further information please contact Eleanor Gowling