Operations Executive (Wealth Management)
Recruit UK
Operations Executive (Wealth Management)
14 February by Recruit UK
Recruit UK jobs

Job Opportunity: Operations Executive (12-Month FTC)

Recruit UK is seeking an Operations Executive to join the Service Management team within a dynamic Operations Department for a Wealth Management firm. In this role, you will bridge communication between clients, Operations, and the Front Office, ensuring seamless service delivery.

Key Responsibilities:

  • Resolve service issues, ensure compliance, and improve processes.
  • Provide updates, create dashboards, and lead performance meetings.
  • Work with IT and Front Office to enhance service and support projects.

Qualifications & Skills:

  • Experience in wealth management or a relevant financial degree with work experience.
  • Strong communication skills, including the ability to push back and manage stakeholder expectations.
  • Excellent problem-solving and client service skills.
  • Detail-oriented, proactive, and able to work independently.

Benefits:

  • Hybrid working.
  • 25 days holiday + bank holidays
  • Pension
  • Potential for temp to perm depending on individual success

This is an initial 12 month fixed term contract to assist the business with several exciting projects ahead but there is scope for the role to go permanent or move internally with previous successful people join this position to later move into front office roles.

Job Title: Operations Executive (Wealth Management)

Location: Northwich

Salary: £25-30k + Bonus + Benefits

Skills
  • Communication Skills
  • Front Office
  • Service Management
  • Wealth Management
Reference: 54487867
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