Wealth Management Office & Operations Lead

Charles-Stanley; Southampton; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Job summary

Charles-Stanley in Southampton is seeking an experienced Office Manager to oversee the Southampton office, ensuring efficient operations, governance, and regulatory compliance. You will work with the Branch Manager to support client administration and lead a team of Investment Managers' Assistants.

The role suits someone with wealth management or financial services background who enjoys improving processes and delivering exceptional client service.

Qualifications

• GCSEs including Maths and English.
• A-Levels or equivalent desirable.
• IOC Level 3 qualification advantageous.
• Experience in wealth management or financial services preferred.

Responsibilities

• Oversee day-to-day office operations.
• Manage facilities, supplies, and marketing materials.
• Coordinate governance, health and safety, and risk assessments.
• Support client onboarding and AML/KYC processes.
• Lead and develop Investment Managers' Assistants.
• Prepare branch reports and track performance.

Skills

Organisational skills

Communication

Leadership

Regulatory knowledge

Process improvement

Education

GCSEs incl Maths & English

A-Levels

IOC Level 3

Job description

Charles-Stanley in Southampton is seeking an experienced Office Manager to oversee the Southampton office, ensuring efficient operations, governance, and regulatory compliance. You will work with the Branch Manager to support client administration and lead a team of Investment Managers' Assistants.

The role suits someone with wealth management or financial services background who enjoys improving processes and delivering exceptional client service.