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.
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