Operations Manager (Wealth Management)

Artemis Clarke Ltd; Hambledon; On-site; GBP 42,000 - 56,000; Full time

Job summary

Artemis Clarke Ltd in Hampshire seeks an Operations Manager (Wealth Management) to provide high‑level administrative support to advisers and the Practice Manager. The role is office-based and focuses on process, client care and timely case progression within a busy wealth management environment.

The successful candidate will have senior administration experience in wealth management, strong workflow and systems management skills, and familiarity with Salesforce.

Qualifications

• Senior administration experience within an SJP practice or wealth management environment.
• Experience of managing workflow, systems and procedures.
• Experience with client management systems such as Salesforce.

Responsibilities

• Provide high-level technical and administrative support to the Advisers/Practice Manager.
• Be the point of escalation for complex client queries, liaising with advisers, clients and third parties.
• Ensure Practice Support Specialists perform their key functions consistently and efficiently.
• Manage holiday bookings for team members.
• Progress complex applications with product providers to ensure each case completes in a timely manner.

Skills

Senior administration experience

Workflow management

Client interaction skills

Tools

Salesforce

Job description

Operations Manager (Wealth Management)

We are working with a well-established SJP Practice based in Hambledon that is looking to take on a new Operations Manager. This will be an office-based position in Hampshire, ideal for a candidate with previous experience within the Financial Services industry as either an administrator or team leader.

Responsibilities

• Provide high-level technical and administrative support to the Advisers/Practice Manager
• Be the point of escalation for complex client queries, liaising with advisers, clients and third parties
• Ensure Practice Support Specialists perform their key functions consistently and efficiently
• Manage holiday bookings for team members
• Progress complex applications with product providers to ensure each case completes in a timely manner

Knowledge, Experience and Skills

• Senior administration experience within an SJP practice or investment/wealth management environment
• Experience of managing workflow, systems and procedures
• Experience of client management systems such as Salesforce
• Strong attention to detail and excellent client interaction skills