Private Wealth Operations Manager | Bromsgrove, UK

AFH financial group; Bromsgrove; Remote; GBP 50,000 - 70,000; Full time

Job summary

AFH Financial Group seeks a Private Wealth Operations Manager to ensure top-level administration and enhance operational processes within their prestigious wealth management team. This full-time remote position requires strong knowledge of the financial services sector and proven leadership skills to improve workflows and mitigate risks effectively. Join their growing team and be part of a leading firm in the UK’s financial advisory landscape.

Benefits

Flexible working & holidays

Annual Christmas and Summer parties

Contributory pension scheme

Discretionary annual bonus

Health and wellbeing initiatives

Tailored learning and development programs

Shopping discounts

Qualifications

• Good knowledge of the Financial Services Sector (particularly UK & US Stock Market).
• Previous experience managing, coaching, and supporting team members.
• Ability to identify areas for improvement through data analysis.

Responsibilities

• Ensure processes are followed correctly and efficiently for client satisfaction.
• Identify administration process issues and implement improvements.
• Proactively mitigate risk through effective monitoring of control processes.

Skills

Knowledge of Financial Services Sector

Problem Solving

Decision Making

Education

Relevant Qualifications through The Chartered Institute for Securities & Investment

Job description

Private Wealth Operations Manager

Team: Private Wealth

Reports to: Head of Technical Operations

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, fully remote, permanent opportunity with a competitive salary and range of benefits.

As our Private Wealth Operations Manager, you will typically:

• Ensure processes are followed correctly and efficiently, resulting in the best outcome for clients and stakeholders within AFH Financial Group. This includes ensuring all administration duties are completed to the highest standard by the team and in line with SLA's.
• Identify any administration process issues and implement improvements that will streamline workflows and create efficiencies across the business. As well as implement projects that will assist with the expansion of AFH Private Wealth.
• Proactively mitigate risk through effective monitoring of control processes to reduce the risk of breaches, reputational damage and financial loss; oversee control process improvement within the teams, escalating any concerns to the Head of Technical Operations.
• Identify and provide coaching on where workflow or process improvements are needed within the team and implement new ways of working to reduce handover to other departments.
• Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Private Wealth seeks to comply with this FCA requirement.

What we are looking for in our ideal Private Wealth Operations Manager:

• Good knowledge of the Financial Services Sector (particularly the UK & US Stock Market) and Investment Products.
• Relevant Qualifications through The Chartered Institute for Securities & Investment is desirable.
• Knowledge of TCF Principles and how they are applicable to individual roles.
• Previous experience of managing, coaching and supporting team members.
• Demonstrable ability to identify areas for improvement, by analysing data, and manage change.
• Proven problem solving and decision-making skills.

Benefits and Perks at AFH

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK's leading independent financial advisory firms.

If you or anyone that you know are interested in becoming a part of our growing community as our Private Wealth Operations Manager, get in touch and click 'APPLY' today or email us via [e-mail]. We look forward to hearing from you!

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