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Operations Director 📍 Taunton 💼 Senior Leadership | IFA / Wealth Management 💰 Competitive salary + bonus + benefits Hybrid working: 4 days in the office and 1 day working from home after the probation period. Initially, you will be required to be in the office 5 days per week. We’re working with a highly regarded Independent Financial Advisory firm with c. £600m AUM, strong links to a well‑known accountancy practice, and a reputation for delivering high‑quality, holistic financial planning. As the business continues to grow, they’re looking to appoint an experienced Operations Director to help take the firm to the next level. Primary focus is on operations, administration, process improvement, and data/systems optimisation. Please note this person MUST have extensive, direct experience within an IFA (Independent Financial Adviser) business. The Opportunity of Operations Director: This is a senior, hands‑on leadership role working closely with the Managing Director / CEO. You’ll have full responsibility for driving operational excellence across the business, ensuring the smooth, compliant, and efficient delivery of advice while supporting long‑term growth and scalability. Key Responsibilities Operational Leadership • Develop and deliver operational strategy aligned to business goals, • Oversee day‑to‑day operations across administration, paraplanning, and client support, • Drive process improvement, efficiency, and cost optimisation, • Lead, mentor, and develop operations teams, • Set KPIs and monitor performance, • Support recruitment, onboarding, and training, • Work closely with the Compliance Officer to ensure FCA compliance, • Maintain robust internal controls and procedures, • Oversee audit readiness and regulatory reporting, • Ensure a consistently high standard of client service, • Improve client journey and onboarding processes, • Manage escalated client issues or complaints, • Ownership of CRM and operational systems (e.g. Intelliflo Office), • Drive digital transformation and automation initiatives, • Ensure strong data integrity and MI, • Monitor operational KPIs and MI, • Identify opportunities for cost savings and revenue enhancement, • Support strategic growth initiatives (including scaling and acquisitions), • Collaborate with finance on budgeting and forecasting About You Essential • Significant experience within an IFA / wealth management environment, • Strong understanding of UK financial services regulation, • Proven senior leadership and people management experience, • In‑depth knowledge of operational workflows within advice firms, • Highly organised, commercially aware, and solutions‑focused, • Strong working experience with Intelliflo Office, • Demonstrable operational management and leadership experience within the financial planning sector., • Strong competency in systems/process improvement, especially data and technology platforms relevant to IFAs., • Hands-on management approach; must be willing and able to implement as well as lead. Desirable • Chartered status or relevant professional qualifications, • Experience with platforms such as Aviva, Quilter, or similar, • Exposure to process improvement methodologies (Lean, Six Sigma, etc.)

Operations Director Taunton Senior Leadership | IFA / Wealth Management Competitive salary + bonus + benefits Hybrid - 4 days office 1-day WFH, after probation period. Initially you will be needed in the office 5 days per week. We're working with a highly regarded Independent Financial Advisory firm with c. £600m AUM, strong links to a well‑known accountancy practice, and a reputation for delivering high‑quality, holistic financial planning. As the business continues to grow, they're looking to appoint an experienced Operations Director to help take the firm to the next level. The Opportunity This is a senior, hands‑on leadership role working closely with the Managing Director / CEO. You'll have full responsibility for driving operational excellence across the business, ensuring the smooth, compliant, and efficient delivery of advice while supporting long‑term growth and scalability. Primary focus is on operations, administration, process improvement, and data/systems optimisation. Please note this person MUST have extensive, direct experience within an IFA (Independent Financial Adviser) business. Key Responsibilities Operational Leadership Develop and deliver operational strategy aligned to business goals Oversee day‑to‑day operations across administration, paraplanning, and client support Drive process improvement, efficiency, and cost optimisation Manage operational budgets and resourcesPeople & Team Management Lead, mentor, and develop operations teams Set KPIs and monitor performance Support recruitment, onboarding, and training Foster a high‑performance, client‑centric, and compliant cultureCompliance & Risk Work closely with the Compliance Officer to ensure FCA compliance Maintain robust internal controls and procedures Oversee audit readiness and regulatory reporting Embed Treating Customers Fairly (TCF) principles across operationsClient Service & Experience Ensure a consistently high standard of client service Improve client journey and onboarding processes Manage escalated client issues or complaints Enable advisers to deliver efficient, compliant adviceSystems & Technology Ownership of CRM and operational systems (e.g. Intelliflo Office) Drive digital transformation and automation initiatives Ensure strong data integrity and MI Evaluate and implement new operational toolsCommercial & Strategic Support Monitor operational KPIs and MI Identify opportunities for cost savings and revenue enhancement Support strategic growth initiatives (including scaling and acquisitions) Collaborate with finance on budgeting and forecasting About You Essential Significant experience within an IFA / wealth management environment Strong understanding of UK financial services regulation Proven senior leadership and people management experience In‑depth knowledge of operational workflows within advice firms Highly organised, commercially aware, and solutions‑focused Strong working experience with Intelliflo Office Demonstrable operational management and leadership experience within the financial planning sector. Strong competency in systems/process improvement, especially data and technology platforms relevant to IFAs. Hands-on management approach; must be willing and able to implement as well as lead.Desirable Chartered status or relevant professional qualifications Experience with platforms such as Aviva, Quilter, or similar Exposure to process improvement methodologies (Lean, Six Sigma, etc.) Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application

Collect, review and accurately input clinical data. Maintain confidentiality and comply with data protection requirements. Experience in clinical audit, research or data-driven project work.

A leading insurance firm is seeking a UK Data Protection Officer to manage data protection compliance across its operations. The role involves leading the UK Data Protection team, ensuring adherence to UK laws, and coordinating with regional DPOs. The ideal candidate will have proven experience in d

A leading housing association in the UK is seeking an HR Compliance Officer for a six-month secondment. The role involves maintaining data integrity, conducting audits, and improving HR processes. The ideal candidate will have strong data management skills, knowledge of GDPR, and hands-on experience

A premier risk assessment partner seeks a senior leader to shape and deliver digital and analytics strategies across multiple B2B businesses.This role focuses on driving digital performance, ensuring measurable business impact, and managing complex budgets.The ideal candidate has an extensive backgr

To perform effectively, the Data Quality Officer requires access to program output and outcome data, secondary data sources and MEL tools and frameworks. Externally, the Data Quality Officer engages with program partners through training, evaluation support, and summaries of program data. The Data Q

The Chief Data Officer, Corporate Groups, is a strategic leadership role reporting to the Chief Data & Analytics Officer. Oversee the data management lifecycle, ensuring data quality, reliability, and accessibility. In-depth knowledge of data governance, data quality, and financial industry practice

We are seeking a detail-oriented and proactive Payroll and Data Officer to support the processing of casual payroll and provide HR data support, ensuring accurate and timely management of staff information.

A leading technology consulting firm is seeking an experienced Interim Chief Data & AI Officer to guide their strategic evolution in data capabilities. This pivotal role, based in London, involves defining the enterprise Data and AI strategy aligned with business goals. The ideal candidate will have

Within Yorkshire Trust, each school has a Local Governing Committee (LGC) that supports the work of the school and the Trust.The LGC has certain delegated authority to oversee the running of the school under the Scheme of Delegation as defined by our Board of Trustees.Our Local Governing Committee (

Chief Data Officer / Executive Data & AI leadership level. Interim Chief Data & AI Officer. Strengthen enterprise data governance, data quality, and ethical AI standards.

Be comfortable in public facing forums and able to translate complex data for different audiences. As a senior member of the team, you will be expected, along with the two other Senior Environmental Monitoring Officers, to coach, mentor and develop less experienced staff, to improve resilience acros

Responsibilities include document management, quality data tracking, and administrative support. A leading engineering company in Bridgwater is seeking a Technical Support Officer to provide quality-related support for nuclear projects.

We are seeking a detail-oriented and proactive Payroll and Data Officer to support the processing of casual payroll and provide HR data support, ensuring accurate and timely management of staff information.

In this pivotal role as Chief Information Officer, the successful candidate will lead the Digital and Data Strategies, manage a team of 120 professionals, and oversee substantial budgets. North East Ambition is looking for a Head of Digital, Data and Technology for North Tyneside Council.

A leading charity organization in Hertfordshire is seeking a Data Officer to manage the Raisers Edge database. Candidates should possess experience with Raisers Edge, excellent communication skills, and a proactive attitude towards data management.

A non-profit organization in the UK seeks a Management Information Officer to analyze service performance and support improvement activities using advanced Excel and reporting tools.

Morgan Hunt UK Ltd is seeking a Data Officer to manage and deliver a clinical audit project in Central London for 5 months. The role requires experience in clinical audits, data collection, and basic statistical analysis.

We are looking for a confident and enthusiastic Data Officer to work with the Nature Recovery Team and work with the Estates, Druridge Bay and Biodiversity Net Gain teams to ensure a consistent high-quality approach to data collection and management. The Data Officer will work alongside colleagues w

Including advising on emerging data protection risks, and monitoring organisational compliance with data protection legislation, frameworks and existing data sharing agreements. It is desirable that you have experience of the health sector, the nature of the data processing activities and have knowl

The Data Officer will own the raisers edge database and collaborate with a number of teams and stakeholders across the organisation to contribute to the fundraising activities and improve the charities performance. The Data Officer will join a community like team and also have access to a number of

Chief Data Officer, Corporate Groups. In-depth knowledge of data governance, data quality, and financial industry practices. Provide oversight and guidance on data privacy, protection, and ethical use of data.

As they look to expand into different verticals, your role as a Chief Data Officer will be to help use Data for commercial opportunities and you will bring a true executive lense to this in order to succeed here. One of our clients, a company who have been established in their space for decades are

Data and Examinations Officer (Academic Registrar). Join to apply for the Data and Examinations Officer (Academic Registrar) role at The London Oratory School. The Academic Registrar is our School’s Examinations Officer and internal data administrator.

Vacancy for Collections Development Officer at Archaeology Data Service. Vacancy for Collections Development Officer at Archaeology Data Service. The Archaeology Data Service (ADS) is a world-leading digital repository which provides digital data archiving services for UK archaeology.

So, if you’re looking for a meaningful role as an Assistant to the Data Protection Officer, please apply via the button shown. To be considered as an Assistant to the Data Protection Officer, you will need:. Assistant to the Data Protection Officer.

GroupData Privacy Sub-Committee(member); Information Security Committee,AI Governance and Controls Committee;Data Retention Steering Group;Underwriting Data Working Group &TriFocusReview Group. Head of UK Compliance & Regulatory Affairs;Heads of Compliance for the EUand North Americaand their teams,

A global automotive company is seeking a Technical Officer based in Bedfordshire to support their innovative vehicle development. The ideal candidate will have a degree in a relevant field, experience with ticket management systems like ServiceNow, and strong data analytics skills, particularly in a

A government rail operator based in London is seeking a Data Protection Officer to ensure compliance with UK GDPR and other regulations. The role includes managing complex data requests and providing expert advice.

A nationally recognised youth charity is seeking a Database Officer to manage and maintain its CRM and organizational databases. This role involves working closely with fundraising, finance, and central services to ensure data accuracy and structure. Responsibilities include troubleshooting, user su

Within Yorkshire Trust, each school has a Local Governing Committee (LGC) that supports the work of the school and the Trust.The LGC has certain delegated authority to oversee the running of the school under the Scheme of Delegation as defined by our Board of Trustees.Our Local Governing Committee (

Lead AHDB’s information and data stewardship agenda, ensuring data is ethical, secure and trusted by levy payers, partners and government. Chief Data and Information Officer (CDIO). Build and lead a high‑performing, multidisciplinary digital, data and technology workforce, managing significant o

Excellent opportunity for a Data or Systems professional with MIS experience looking for a role offering autonomy and the chance to play a key part in a major systems transformation, taking ownership of data and information systems within a highly regarded independent school. The ideal candidate wil

A leading B2B SaaS company in Greater London is seeking an experienced Chief Data Officer to lead an established data function and drive commercial opportunities. You will interface with senior leaders and play a key role in expanding the company's data capabilities into new verticals.

The Data Protection Officer will report to the Head of Data Governance, and will sit alongside the other Data Governance workstreams, which are:. The Infected Blood Compensation Authority is seeking a Data Protection Officer to assure our compliance with data protection legislation processing person

Strategic Asset Officer based in the North East of England. The role involves assisting the Strategic Asset Manager in managing the asset management system, analyzing data from various sources, and presenting information to internal teams and executives.

Work closely with multiple departments to understand data requirements, modernise data processing practices, and deliver reliable automated data flows using tools such as APIs, Power Automate, and Python. The Data Integration and Automation Officer is an exciting role at MDUK that will sit within th

We are seeking a highly organised and detail-focused Data and Examinations Officer to join our friendly and professional Data and Examinations Team at a Further Education College in the Norwich area. Ensure all data handling meets GDPR and internal quality standards. Experience working with data or

Data Governance, Data Management & Data Security experiences in banking. Support the lead to create and implement data quality evaluation systems and monitoring mechanisms to build strong data foundations and enhance data quality. Support the lead to implement the HQ data governance requirements, ex

A leading educational institution in Greater London is seeking an Examinations Officer to manage the organization of public examinations and internal assessments.

Examinations and Data Officer (Ysgol Calon Cymru).

Supporting the accurate recording and interrogation of data on the Management Information System (MIS), ensuring data validity and correcting any inaccuracies or discrepancies, including course creation and learner enrolments. Minimum 2 years’ experience of organising admin procedures and utilisin

A leading health research charity in Greater London is looking for an experienced Data Protection Officer to oversee data protection standards and practices. You will support senior leadership to ensure compliance with UK GDPR, providing expert advice while leading a team responsible for data govern

A leading education recruitment agency is seeking an Exams Officer in Essex, UK. The ideal candidate will assist in data management, conduct reporting sessions, and ensure efficient examination processes. Responsibilities include liaising with educational stakeholders and performing advanced data an

A leading recruiting firm in the UK is seeking a Chief Data Officer to lead the global data strategy within a high-performing trading firm. The successful candidate must have experience in systematic trading or a quantitative hedge fund and will define how trading data is acquired, structured, and d

Chief Data Officer - Corporate Groups page is loaded## Chief Data Officer - Corporate Groupslocations: London, United Kingdomposted on: Posted Todayjob requisition id: R154098About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial insti

Significant experience operating as a Data Protection Officer or senior data protection specialist within a large or complex organisation. Act as the organisation's designated Data Protection Officer, maintaining independence and reporting on compliance to senior leadership. Manage data protection i