Wealth Management Branch Operations Lead

Raymond James UK; Southampton; On-site; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Job summary

Raymond James UK is seeking an experienced Office Manager for the Southampton office to ensure efficient branch operations and governance. The role supports Investment Managers' Assistants, drives client administrative activities, and delivers high-standard service for clients and colleagues.

You will coordinate AML/KYC processes, oversee facilities, and lead process improvements while partnering with the Branch Manager to grow client relationships and the business.

Qualifications

• GCSEs (including Maths and English) or equivalent qualifications.
• A-Levels or further education qualifications are desirable.
• An industry qualification such as the Investment Operations Certificate (IOC) Level 3 would be advantageous.
• Previous experience within wealth management, investment management, financial services, or office management is strongly preferred.
• Knowledge of investment operations, client onboarding, AML/KYC processes, and regulatory requirements would be beneficial.

Responsibilities

• Oversee smooth day-to-day operation of the Southampton office.
• Manage office facilities, supplies, and marketing materials.
• Liaise with landlords, suppliers, and external providers for facilities management.
• Support business continuity and health & safety compliance.
• Coordinate branch governance activities and risk assessments.
• Provide high-quality administrative support to Investment Managers.
• Assist client onboarding, account opening, and amendments.
• Ensure AML/KYC documentation is completed accurately.
• Lead and coach Investment Managers' Assistants and monitor performance.
• Lead branch projects to improve processes and client service.

Skills

Organisational skills

Administrative skills

Communication

Prioritisation

Problem solving

Team leadership

Coaching

Collaboration

Client focus

Education

GCSEs (Maths & English)

A-Levels desirable

IOC Level 3 advantageous

Job description

Raymond James UK is seeking an experienced Office Manager for the Southampton office to ensure efficient branch operations and governance. The role supports Investment Managers' Assistants, drives client administrative activities, and delivers high-standard service for clients and colleagues.

You will coordinate AML/KYC processes, oversee facilities, and lead process improvements while partnering with the Branch Manager to grow client relationships and the business.