Practice Manager/Operations Specialist

Practice Manager/ Operations Specialist
Financial Planning/Wealth Management firm
Mayfair, Central London
c. £45,000 + quarterly bonuses

This established firm is seeking to hire a born organiser who can consolidate and enhance the operational building blocks to enable them to expand. Any financial or accountancy/legal background would be suitable as long as you have a lot of operations experience and have worked in a role requiring superior organisation skills, a real eye for detail and working with sequential processes. A reasonable understanding and appreciation of the regulatory/procedural requirements such as money laundering that financial firms are strictly bound by is also required. A bit of life experience would be useful too so you can have a grasp of the their clients’ needs and someone who is warm, positive and can make a connection with the firms’ client would fit in well.

The key points that make this firm an interesting proposition are:

• A trusted business managing money for HNW clients – typical balances £600K to £2.5M per client.
• Firm is directly authorised via the FCA.
• Working closely with the owner of the business and you will have every opportunity to work on processes and improving standards etc. and make a real contribution.
• Chance to make a difference without the bureaucracy of a large firm.
• Full training provided.
• Opportunity to grow the role. Into other areas and play a much bigger part in the future.

The firm is prepared to pay a high salary, up to £45,000 + quarterly bonuses and maybe more for the right individual. Please contact us if you would like to discuss this role or receive further information.

Apply to mail@jamesassociates.co.uk
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