Job Description

We are seeking a proactive, detail oriented and commercially minded Business Operations and Support Manager to oversee and enhance the functions of our wealth management company.

This is an essential role in the support of our administration, client service experience and marketing functions, ensuring that all operate efficiently and effectively.

Key Responsibilities:

Operational oversight - lead and manage daily business operations of administration, client services and adviser support functions. Implement and refine systems and processes to improve efficiency.

Business support - control new and existing client processes. Maintain and update CRM systems ensuring data accuracy. Improve CRM system efficiency.

Team management - supervise and develop administration staff, setting clear objectives and providing ongoing training and development. Foster a culture of continuous improvement and professional development. Agree and manage Key Performance Indicators. Conduct performance reviews and appraisals.

Project Management - lead operational projects including system migrations and process upgrades. Manage third party relationships with IT providers, platforms and software suppliers. Manage marketing projects to existing and potential clients.

Key Skills and Experience:

Proactive, professional and with the utmost integrity.

Excellent organisational and time management skills

A careful and methodical approach to work, with exceptional attention to detail

Proven leadership and team coordination abilities.

Strong interpersonal and communication skills, with a client-focussed mindset and commitment to delivering the highest standards of service to clients.

Familiarity with financial products and services and an understanding of the financial services regulatory environment

The ability to effectively identify issues and solve problems in a timely and professional manner.

A strong understanding of data protection and a commitment to maintaining and protecting client confidentiality.

Company description

Watson French is a local, privately-owned company with an established and highly-regarded reputation for experience and expertise in all aspects of financial advice. We provide independent financial planning, wealth management and investment advice for private clients, trusts, business executives and entrepreneurs.

We are proud to be a Chartered firm, demonstrating our technical competence and adherence to the highest professional standards. We are also members of the Ethical Investment Association.

Working closely with our professional connections, Watson French provides solutions from the most basic to the most complex of financial planning needs. We are passionately independent and aim to set ourselves apart by the excellent service we offer and the effort we make to truly understand the needs and priorities of our clients.

Our culture is to operate ethically and with the utmost integrity, and we are rightly proud of our reputation.

Contract details:

This is a permanent role for the right candidate. There will be a probationary period of three months. Competitive salary commensurate with experience Generous holiday allowance and pension contributions

Applications:

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and send yourCV and a covering letter addressed to Christopher Phillips, Managing Director.

Please note that although we appreciate the benefits or AI for research, we ask that you complete your application in your own words.

Job Type: Full-time

Pay: 26,000.00-35,000.00 per year

Benefits:

Company pension
Schedule:

Monday to Friday
Work Location: In person