Head of Operations – Wealth Practice Leader

Artemis Recruitment Consultants; Epsom; On-site; GBP 70,000 - 90,000; Full time

Job summary

A financial services firm based in Epsom is seeking an experienced Head of Operations to lead strategic initiatives and operational efficiency. The ideal candidate will have over 10 years of management experience in a regulated environment and a strong background in financial services. Responsibilities include overseeing compliance, client relations, and team management with a focus on exceptional service delivery.

Qualifications

• 10+ years of management experience in Financial Services or Wealth Management.
• Experience managing workflow, systems, and people.
• Exceptional knowledge of CRM systems.

Responsibilities

• Set strategic objectives aligned with partners.
• Manage day-to-day operations and client servicing.
• Monitor compliance and internal processes.

Skills

Organisational skills

Attention to detail

Proficiency in Salesforce

Time management

Problem-solving

Education

Higher education

GCSEs including English and Maths

Diploma/Chartered qualification (ideal)

Tools

Salesforce

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

A financial services firm based in Epsom is seeking an experienced Head of Operations to lead strategic initiatives and operational efficiency. The ideal candidate will have over 10 years of management experience in a regulated environment and a strong background in financial services. Responsibilities include overseeing compliance, client relations, and team management with a focus on exceptional service delivery.