Operations Manager; Wealth Management

OPERATIONS MANAGER (WEALTH MANAGEMENT) - EPSOM

We are working with a well-established SJP Practice based in Epsom that is looking to take on an Operations Manager. The role is office-based in Surrey and requires experience in the Financial Services industry as an administrator or team leader.

Responsibilities:

• Provide high level technical and administrative support to the Advisers/Practice Manager;
• Deal effectively with queries from clients and other parties through effective communication;
• Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate;
• Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes;
• Provide technical support and training to new/junior staff joining the practice;
• Manage holiday bookings for team members;
• Ensure that files are complete with all required client identification documentation and necessary application forms;
• Process applications accurately and record the required management information;
• Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;

Knowledge, experience and skills:

• Senior administration experience of working within an SJP practice or investment/wealth management environment practice;
• Experience of managing workflow, systems and procedures;
• Knowledge of relevant regulation and legislation;
• Experience of client management systems such as Salesforce;
• Experience of managing client accounts and relationships;
• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Strong attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Demonstrates a positive attitude at all times;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving;
• Professional and confident in dealing with people, working with total discretion at all times