Our clients are a long established and successful wealth management business based in South London who service Private and Corporate clients across the UK. The role will be to run the operations of the private client business and manage the private client sales support administration team. Duties will include Overseeing the IT CRM System, Overseeing staff Training and Development, providing operational support and ensuring administration procedures are in place across the business and that they are followed. Candidates must have experience as a senior operations/admin Manager within an IFA. They must be flexible, innovate and have excellent interpersonal skills. Experience using Intelligent office or similar would be advantageous. This is an excellent opportunity to join a successful, well-established IFA Wealth Manager with an excellent record of success.
IFA Administration/Operations Manager • Croydon, GB
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