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Wealth Management Operations Manager
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Wealth Management Operations Manager
City of London | £50,000 – £70,000
Full-time | Mainly office-based with hybrid days
If your background is in IFA, financial planning or wealth management operations and you really understand the client onboarding journey, this could be a very interesting next move.
We're looking for an Operations Manager to join a young, ambitious and growing wealth management business.
This isn't a traditional back-office role.
You'll take ownership of the client onboarding and implementation journey — coordinating account opening, transfers, platforms, providers and everything needed to get new clients and families set up properly.
But you'll also help build the operational model behind the business.
Processes. Workflows. Technology. Automation. AI.
The aim is to create a genuinely best-in-class client and operational experience as the business grows.
The opportunity
- You'll work closely with the founder and have significant ownership from day one.
- You'll be hands-on with client onboarding and implementation while also designing how these processes should work in the future. The underlying role genuinely spans both direct operational delivery and creating the procedures and workflows around it.
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As the business grows, the balance will shift — less day-to-day doing and more ownership of the wider operation.
What we're looking for
- Experience within an IFA, financial planning, wealth management, private banking environment is essential, with strong knowledge of new client onboarding and implementation.
- You'll be:
- Highly organised, process-driven and exceptionally detail-focused.
- Proactive, accountable and comfortable taking ownership.
- Confident working with platforms, various tax wrapper providers and the wider client journey.
- Interested in technology, automation and AI.
- Happy doing the work today and designing how it should work tomorrow.
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Why make the move?
- Because this is an opportunity to join relatively early and become a significant part of where the business goes next.
- You'll work directly with the founder, have genuine influence over how the operation develops and the freedom to put your ideas into practice.
- And as the business grows, so can your role — with the opportunity to become an increasingly senior and pivotal member of the team.
If you know wealth management operations, understand what excellent client onboarding looks like and want more ownership than you're getting today, we'd like to hear from you.
Salary: £50,000 – £70,000 depending on experience.
Please apply with a CV that clearly demonstrates your IFA, financial planning or wealth management experience, particularly new client onboarding and implementation.
If you require any adjustments during the recruitment process, just let us know.
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