Director of Operations - wealth management business - Deliver a 5 year growth plan
6 Days Old
Director of Operations - wealth management business
Responsible for the delivery of a 5-year business growth plan
Salary is negotiable with potential equity stake and bonuses & benefits
Surrey based IFA firm working with HNW & UHNW private and corporate clients
Are you a senior operations professional looking for a new challenge? Are you looking to help a medium sized business (20 staff or so) grow and fulfil their exciting expansion plans. Are you working within a small business who has maybe been acquired by a large firm? My client is a wealth planning practice based in Surrey who have been operating for 20+ years, and I have placed 5 members of staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in Surrey, Sussex & Hampshire. They have a large book of business (close to £300m AUM) who are City professionals, families, retirees, and business owners with £500k to invest on average and their top customer holding £15m+ to invest. This boutique firm has a team of Chartered Advisers and a full administrative and paraplanning team.
The business has a very ambitious 5-year growth plan, and the Managing Director is seeking a brand Operations Director to lead the strategic delivery of this growth plan. You will have a proven track ...
- Location:
- Surrey
- Salary:
- £80,000 - £100,000 per annum, Negotiable, Inc benefits
- Category:
- Management & Consultancy