Found Description
Our client is a highly successful wealth management brokerage renowned for delivering bespoke financial planning and exceptional, high-touch client service. As the firm continues to expand, they are looking to appoint a high-calibreOperations Manager to their team. This is a pivotal position where your primary objective will be to drive operational excellence while actively supporting sales and elevating key client relationships. This role is tailor-made for a hands-on professional with a robust background in life, pensions, and investments administration within a fast-paced brokerage or wealth management environment. Responsibilities Play a central role in elevating the client experience, ensuring that operational workflows directly enhance the customer journey and support client retention. Cultivate and maintain strong, collaborative relationships with key internal stakeholders, high-net-worth clients, financial advisors, and external life company/provider partners. Actively support ...