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Operations Assistant (Wealth Management) - City of London- Full-Time- Hybrid - £30k - £36k plus...

Job LocationLondon
EducationNot Mentioned
Salary£30,000 - £36,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

plus Study Support- Gym Membership-Medical insurance- Pension Scheme- 5* HolidaysMy client is a small, vibrant financial services company that offers smart wealth management solutions in the London financial district. Their mission is to help clients make more of their financial planning, by providing first rate advice in the areas ofinvestments, pensions, wealth management, mortgage finance, insurance, protection, tax and currency. This reputable business provides outstanding client outcomes and upholds the highest moral standards in all facets of operations.Having worked closely with this firm and placing several candidates with them they have instructed us to recruit an Operations Manager to join their team.As Operations manager you will work closely with the managing team of 10. You will oversee recruitment, which includes going over CVs, getting in touch with applicants, setting up interviews, following up with them and finding and supervising interns.In your capacity as Operations Manager, you will set up weekly meetings with new employees during their probationary period and register staff members with pertinent tools and services. Other responsibilities include helping with payroll, contributing toauto-enrolment, and making sure the companys pension plan satisfies regulatory requirements.Youll frequently be arranging quarterly board meetings and investment committee meetings where the investment and pension team evaluates new product providers and products. You will create the agenda and meeting minutes, assembling management data fromcompleted transactions and producing KPI reports to track every financial advisor.This is a great opportunity for someone who is looking for a career in financial services with career progression within a well-established successful business working alongside a social team.The bonus structure for this role as a financial administrator is far superior to most.

  • Quarterly bonus scheme up to £11k per annum
  • Annual Exam Allowance of £600
  • Private Medical and Travel Insurance
  • Pension Scheme
  • Annual 5* holidays abroad, previous trips include Skiing, New York, Las Vegas...
If you are a degree-level candidate with IFA experience and would like to discuss this Operation Manager role further, please contact Joanna Clark.

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Operations Assistant (Wealth Management) - City of London- Full-Time- Hybrid - £30k - £36k plus... Related Jobs

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