Wealth Management Office Lead — Operations & Client Services

Front Row Recruitment; Southampton; On-site; GBP 38,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Career progression

Autonomy

Job summary

Front Row Recruitment represents a well-established wealth management office in Southampton. We are seeking an organised Office Manager to oversee daily operations and support advisers and investment professionals while ensuring outstanding client service and regulatory compliance.

The role covers office governance, facilities, onboarding, AML/KYC, reporting, and team coaching within a regulated wealth management environment. It offers responsibility, autonomy, and a supportive team culture.

Qualifications

• Experience in an Office Manager, Operations Manager, Practice Manager, Team Leader, or Senior Administration role.
• Experience in wealth management, investment management, financial planning, banking, or financial services.

Responsibilities

• Oversee smooth office operations and governance.
• Support advisers and investment professionals with client service and regulatory compliance.
• Coordinate onboarding, AML/KYC, account maintenance, and client reviews.

Skills

Communication

Organisation

Attention to detail

Leadership

Proactivity

Stakeholder management

Job description

Front Row Recruitment represents a well-established wealth management office in Southampton. We are seeking an organised Office Manager to oversee daily operations and support advisers and investment professionals while ensuring outstanding client service and regulatory compliance.

The role covers office governance, facilities, onboarding, AML/KYC, reporting, and team coaching within a regulated wealth management environment. It offers responsibility, autonomy, and a supportive team culture.