Client Platform & Operations Team Lead
Artemis Human Capital is pleased to once again support a valued client — a growing and well-regarded wealth management firm undergoing an exciting period of evolution. We’ve partnered with this business across several successful appointments and are now assisting with the recruitment of a newly created leadership role within their operations function.
As Client Platform & Operations Team Lead, you’ll take on a central role in enhancing the client journey during a key platform transition. This is a hands-on role within a collaborative, forward-thinking environment, offering real scope for progression and development.
What you’ll be doing:
You’ll join a tight-knit and experienced operations team, working collaboratively across the following areas:
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Supporting the rollout of a new client platform, ensuring seamless delivery across the business.
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Overseeing onboarding processes and managing client account transitions during the migration.
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Working closely with advisers to ensure the efficient delivery of strategic financial planning solutions.
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Helping to streamline and document internal processes to support the evolving client journey.
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Providing day-to-day guidance to a small, capable team to ensure work is delivered to a high standard.
What we’re looking for:
This role would suit an operations professional with 3–4 years’ experience in a wealth management or private client environment — someone who’s confident, collaborative, and eager to step into a leadership position. Candidates will ideally possess:
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Exposure to the wealth management sector — either directly, or via a secondment/project-based role (essential).
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Strong knowledge of onboarding, operational processes, and client transitions.
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Experience supporting platform or system migrations (desirable).
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A proactive, solutions-focused approach and excellent attention to detail.
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Any paraplanning or financial planning exposure would be advantageous but isn’t essential.
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Confidence in supporting or leading team members within a busy operational function.
What’s on offer:
This is a rare opportunity to join a growing firm with a reputation for investing in its people. You’ll benefit from:
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A starting salary of up to £35,000 depending on experience
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Hybrid & flexible working options
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1pm Friday finish
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Supportive team culture and strong senior mentorship
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Scope for genuine career progression
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Enviable client base and interesting project exposure
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Study support toward relevant qualifications
To apply for this Client Platform & Operations Team Lead role, please click on the link below or contact Beth Gault at Artemis Human Capital for a confidential discussion.