Jeff Green
Operations Manager at Oculus Wealth Management Ltd
Based in Harrogate, United Kingdom
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Seniority
Manager
Department
Operations
Location
Harrogate
Industry
Financial Services
Company size
58
Contact information
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j•••••••@oculuswealth.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Jeff Green
Diploma qualified Operations Manager with nearly 7 years of experience in the wealth management and financial advice sector. Proven track record of building efficient, resilient, and FCA compliant operational processes across growing firms.I bring a unique combination of hands on regulatory knowledge, deep understanding of adviser and client support models, and strong delivery across technology, system integrations, risk management and business change.Currently completing the CISI Level 7 Chartered Wealth Manager qualification to deepen my understanding of investment markets, client portfolios, and the operational alignment needed to support front office, compliance, and firmwide delivery.Key strengths include:• Process improvement and automation• Regulatory operations, risk oversight and compliance support• Tech focused system integrations and operational rollouts• Data, MI and FCA reporting (Excel, CRM, portfolio systems)• Cross functional project delivery
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