Operations Manager / Wealth Executive
Job Title: Operations Manager / Wealth Executive
Job ID: 10028
Salary: £35,000 to £40,000
Location: London (Hybrid)
About the Role:
Join a fast-growing Independent Financial Adviser (IFA) firm as an Operations Manager / Wealth Executive. This hands-on role is perfect for someone with a strong financial services background, ideally with experience as a Senior IFA Administrator. You will help shape operations, support advisers, and contribute directly to the firm’s growth.
Key Responsibilities:
- Schedule client annual progress meetings via email and phone
- Liaise with accountants to ensure accurate records
- Train and support new staff
- Keep client-facing teams on track with targets
- Match incoming client payments
- Assist in preparing Suitability Reports
- Ensure payments are correctly reflected on the investment platform
What We’re Looking For:
- Proven experience in financial services, ideally as a Senior IFA Administrator
- Strong organisational skills and attention to detail
- Confident communication with clients and colleagues
- Proactive, hands-on approach in a growing business
Why Join:
- Be part of an ambitious, expanding IFA firm
- Hybrid working with flexibility
- Salary: £35,000 to £40,000
- Opportunity to make a real impact on business growth
Apply Now
If you have a background in financial services and want to help shape the future of an IFA firm, apply today.
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