Operations Executive


Operations Executive

Location: London

£70k-£100k (Depending on relevant industry experience)

A truly exceptional opportunity for an experienced Operational Executive to join a multiple award-winning firm that deals with HNW and UHNW individuals providing financial planning services, wealth structuring plans and investment advice.

Key tasks and responsibilities:

Reporting to the Board, the successful candidate will be accountable for the development of the operational aspects of the business required to deliver the company’s recently agreed 5-year plan, which targets assets under influence of £1.5Bn and anticipates a quadrupling of headcount.

The Operations Executive is a functional role, the holder of which will engage with all aspects of the business from Front Office and Investment Services through IT and third party service providers to legal, compliance, HR and finance, with responsibility for the design and maintenance of processes and systems to drive continuous efficiency improvements and ensure clients receive an outstanding experience.

This role requires the following skills and attributes:

– 5+ years’ experience in a similar role

– Excellent time management skills

– Excellent communication skills

– Excellent attention to detail

– The ability to engage positively with all stakeholders, both internal and external


– Exceptional salary

– Discretionary bonus

– Potential equity in the business

– Many other benefits