A successful St. James’s Place Practice based in St Albans is seeking an experienced Operations Manager to join their growing wealth management business. This is an excellent opportunity for someone with strong IFA or wealth management operational experience who enjoys improving processes, supporting advisers, and helping a business run efficiently.
The successful candidate will play a key role in overseeing the day-to-day operations of the practice, ensuring high service standards for clients while supporting the continued growth of the business.
Key Responsibilities
*Overseeing the day-to-day operational running of the practice.
*Managing and improving internal processes and workflows to ensure efficiency and compliance.
*Supervising and supporting the administration team, ensuring work is processed accurately and within service standards.
*Ensuring smooth processing of new business, fund switches, withdrawals and policy servicing across providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter.
*Maintaining accurate records and overseeing systems such as Xplan.
*Supporting advisers with operational oversight, compliance processes and reporting.
*Liaising with providers and clients to maintain a high standard of service delivery.
*Identifying opportunities to improve operational efficiency and client experience.
Requirements
*Previous experience in an Operations Manager, Senior IFA Administrator or Practice Manager role within wealth management.
*Strong knowledge of IFA processes, provider platforms and back-office systems.
*Experience with tools such as FE Analytics, Defaqto or Cashcalc would be advantageous.
*Strong organisational, leadership and communication skills.
Benefits
*Salary: £35,000 – £45,000 (depending on experience)
*Hybrid working available after initial training period
*Exam support for professional qualifications through the Chartered Insurance Institute
Apply / Enquire:
For further information or to apply, please contact Sam at Financial Divisions.