Client Services Operations Manager - Investments

Oval Recruit Ltd
From £44,500 to £44,500 per annum Excellent Package and Benefits inc.
16 Feb 2017
16 Mar 2017
Contract Type
Full Time

Client Services Operations Manager - Investments

Leading Investment Organisation – City of London

£44,500 + Excellent Package including Excellent (20%) Bonus

This is an excellent opportunity for individuals with a strong Investment background, gained from within the Retail Investment, Financial Services or Financial Advisory industries (experience of PEP, ISA, Unit Trust, SIPP or OEIC’s) and a proven Management background (experience of managing teams of 8+)

Your responsibilities will include:

  • Managing a team of Client Services Managers responsible for managing the day to day relationships with Financial Advisors (IFA’s), Private Banks, Investment Managers and Intermediaries on the technical administration of investment portfolios.
  • In depth Management of the team, including monitoring performance and acting as a technical resource for your team
  • This will include working on a variety of Investment Vehicles, including SIPP, ISA, PEP, Unit Trust and OEIC products.
  • Acting as Senior point of contact for key Retail Clients
  • Detailed technical Portfolio Administration
  • Liaison with technical specialists and departments including Compliance and Back Office teams.
  • To be successful in this role, you should have had the following experience:

  • At least 2 years in a similar Managerial, Team Leader or Supervisory capacity
  • Experience of managing teams within an Investment/Financial Services environment
  • This can be experience in Wrap Platforms, Pensions, Annuities, Investments, Wealth Management or IFA’s
  • Knowledge/understanding of SIPP’s/ISA’s/Unit Trusts/OEICS etc.
  • Excellent communication skills are a must as is a strong educational background – ideally degree level.
  •  Above all, you should be looking for a role in which you can further develop your career within the Investment industries.

    In return, our client offers:

  • Starting Salary of £44,500k + Benefits + 30% Bonus
  • Excellent training opportunities, including exam sponsorship
  • Meritocratic, flat structure & excellent working environment
  • For more information, please contact Edward Groves