Wealth management jobs in TauntonCreate job alerts

This is an excellent opportunity for an experienced wealth management or IFA administrator who enjoys working with complex cases, supporting advisers and paraplanners, and contributing to continuous improvement within a high-quality, regulated environment. Supporting and coaching junior administrato

This senior role will drive operational excellence, ensuring compliant and efficient delivery of advice while supporting strategic growth initiatives. Strong experience in IFA or wealth management, a deep understanding of UK regulations, and proven leadership skills are essential. The position offer

Operations Director Taunton Senior Leadership | IFA / Wealth Management £80k to £100k + 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

Chattertons Solicitors & Wealth Management is seeking a Corporate Solicitor in Lincolnshire.

We are a leading “Top 200” Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Staff discount on legal fees and wealth management fees. Good computer literacy, including knowledge of case management systems.

Applications for this post will only be accepted from current employees of West Lothian Council (this includes casual and agency staff who are currently undertaking work for us).You will support the Passenger Transport Manager in ensuring that the council’s passenger transport services are support

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to £700 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your op

A sound knowledge and understanding of the of the council’s operator’s licence supporting vehicle and driver compliance and accurate data management.

Temporary Medical Receptionist (Remote).Remote (Supporting a GP Surgery).Temporary 1st June until approximately September (end date TBC).We are seeking a reliable and organised.GP surgery team on a temporary remote basis from.This is an excellent opportunity for someone with previous GP or healthcar

Excellent written and verbal communication skills in relation to both team and stakeholder management. Previous experience with using ServiceNOW (or equivalent service management tool) and JIRA/Confluence. Participate in problem management Root Cause Analysis (RCA) investigations and represent chang

Compliance Management (SMF16):. Acting as the primary point of contact with the FCA and relevant regulatory bodies; leading FCA supervisory interactions, information requests and reviews; supporting regulatory change management and implementation of new or revised FCA rules. Working with management

Planning Policy Team Leader- East of England.Carrington West are delighted to be assisting this East of England based Local Authority client with their search for an experienced Policy Team Leader.This is an initial 6 month initial contract position paying up to £70 per hour inside IR35.We are

W Talent is delighted to be partnering with a well-established waste management and resource recovery organisation operating the UK's largest network of Energy Recovery Facilities (ERFs). Working closely with the management and engineering teams, you will plan, implement, and monitor systems and pro

Development Management Team Leader on an initial 6-month rolling contract. Development Management Team Leader in a local authority planning department or at an equivalent level in a private practice.

Coordinate and support applications and ongoing management of US export authorisations, including TAAs, MLAs and export licences. Highly organised with excellent planning and time-management skills. Strong communication and stakeholder-management skills, with the confidence to influence and advise a

The role will require the ongoing management and delivery of the infrastructure related funds. Specifically, take responsibility for the ongoing management of CIL / S106 agreements, ensuring infrastructure funding is accurately recorded and managed to support growth across the authority.

Handle complaints and risk management matters professionally and effectively.

This opportunity is suited to someone who has already built strong communication skills and now wants to move into leadership and management.

An in-depth understanding of the H&S issues and regulations that apply to surveying, client management, and project delivery. RCA writing, costing and programme management and delivery skills. As the RCA Team Leader, you will be supporting the management of sub-teams within the wider RCA environment

Ensure high standards of compliance, organisation, and file management. Use case management systems effectively and promote best practice across the team. Previous experience in a Team Leader / supervisory / management role (essential).

Perform filing and document management (physical and digital).

Team Leader — Catastrophic & Serious Injury Solicitor (Claimant Personal Injury [PI], Multi-Track).Remote Working - Leeds Office | Up to £90,000 + excellent benefits & bonus.We’re recruiting for a leading claimant practice seeking a Team Leader to help run a high-performing Catastrophic & Serio

Team Leader – Caller Operations (Remote).We're looking for a Team Leader to take charge of our caller operations across multiple brands.We run both B2B and B2C campaigns, and you'll be managing a large team of callers working across a varied mix of projects.The role covers the full lifecycle: inte

In this role you'll support a wide range of law firm clients on compliance, risk management, and regulatory best practice.

Extensive diary and calendar management.

Director of Financial Crime (MLCO) - North West England (Hybrid - 3 days in office).I’m currently working on a high-impact Financial Crime leadership role within a well-established, commercially successful business operating in a regulated environment.This is a Director-level position, sitting in

Skills in retail, merchandising, or team management (experience not essential).

If you want to know about the requirements for this role, read on for all the relevant information.St Ives, Cambridgeshire (office-based, 5 days a week).Join our fast-paced Contact Centre as a hands-on Team Leader.You'll lead, coach and inspire a team of advisors, driving performance while creating

Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine.Whatever stage youre at in your career, with us youll have an opportunity to grow and develop.Delivering essential infrastructure services for life, while being safety first, and client and customer

We have an exciting opportunity for Warehouse MHE Operatives to join a brand new contract supplying renewable energy products nationally within our long standing clients facility based in Hoo St Werburgh.As a warehouse colleague you will be working both alone and as part of a team with efficiency an

Woodlands Business Park, Bristol Rd, Bridgwater TA6 4FJ.Sunday to Saturday - 5 days out of 7.Shift start and finish may vary).Only apply if you can commit to the start time.The role of Warehouse Operative is critical to the.

Our client has an immediate requirement for an experienced Senior Bid Team Leader to join their team.Acting as the senior point of contact for Bid Team Administrators and the wider business, you will oversee the day-to-day running of the Bid team, ensuring workloads are managed efficiently, deadline

Compliance Officer - electronic trading (12-month FTC).I am looking for a compliance officer to support market-making activities across multiple asset classes, with a focus on surveillance, advisory, and control room functions.Ideal candidates will have at least 5 years’ experience in electronic t

With regret, our clients do not offer sponsorship Location: New Alresford, Hampshire.SO24 Days & Hours: <br no-style="

Proven leadership and management experience.

Work in a state-of-the-art warehouse using cutting-edge robotics while earning enhanced night pay.Our night shifts are perfect for people seeking the night-shift lifestyle and enhanced pay, while still playing a vital role in keeping thousands of orders moving every day.We have roles available in th

Grounds Maintenance Team Leader Location: Wisbech Hours: 40 hours per week (Full-time) Salary: £30,000 per annum Start Time: (early morning start) Overtime: Paid after 8 hours per day Role Overview We are seeking an experienced and motivated Lead Grounds Maintenance Technician to oversee and suppor

Babergh and Mid Suffolk District Councils • Address: Stowmarket, Suffolk IP14 5AT, • Salary: £37,280 - £44,075 per annum, • Hours: Full time, 37 hours pe

Job Introduction We are currently recruiting for a polished, articulate and well-presented individual to take on the role of Weekend Receptionist for our ToyotaDealership in Lincoln.The hours of work are 8am to 5pm on Saturdays and 10am to 4pm on Sundays.Role and Respon

It is desirable you will have experience of the Safety Critical Systems , requirements management tools, such as DOORS or work-package management tools, such as MSP, JIRA. You will be involved in work package management; cost, schedule, risk and opportunities. You will be able to demonstrate high pe

An exciting opportunity has arisen for an experienced Engineering Team Leader to join a well-established and growing FMCG manufacturing business in Somerset.With continued investment across the site, major improvement projects underway, and a strong focus on modern manufacturing technology, this rol

Warehouse Operative - Spalding PE11 2BB, UKAt Job&Talent, we are recruiting for a Warehouse Operative to work with a leading logistics and distribution company in Spalding.You will play a key role in managing the flow of goods, ensuring accurate inventory control, and maintain