Operations Manager
About the company
A fantastic opportunity to make your mark This is more than just a job — it’s a chance to take ownership, drive change and help shape the future of a growing financial planning business.
Great team Supportive, collaborative and ambitious.
Your tasks
The Opportunity This is a brand-new and important role, giving you the chance to take ownership, drive change and help shape the future of a growing financial planning business.
You’ll work closely with the Senior Management Team and be a key part of the leadership team, with real scope to make a difference.
You’ll lead and develop a team of
- 4 Paraplanners
- 2 Support Staff
- Potential oversight of the Client Service Administration Manager
- External Paraplanning providers (as required)
- Working alongside Financial Advisers
You’ll be at the heart of improving collaboration, communication and workflow across the team.
- Manage and develop the Paraplanning team
- Improve Adviser / Paraplanner workflow
- Review processes and remove inefficiencies
- Introduce structure, consistency and accountability
- Drive operational efficiency
- Manage external providers
- Identify and implement technology and AI solutions
This is a hands-on role where your ideas will turn into real improvements.
Technology & AI You’ll help the business get more from Advisory AI, with the potential to explore Microsoft Copilot and other tools.
If you’re passionate about how technology can make a real difference, this is the perfect opportunity.
Real impact Shape how the business works and grow the team.
Leverage technology Use AI and innovation to make a genuine difference.
Requirements
Ideal Candidate Your experience could come from any of these backgrounds:
- Operations Manager
- Practice Manager
- Paraplanning Manager
- Senior Paraplanner
- IFA/Wealth Management Operations Manager
- Financial Planning Team Manager
It’s not about the job title – it’s about your mindset, experience and potential.
What we offer
Competitive salary A rewarding package for the right person.
How to apply
GET IN TOUCH
Other
Location & Working Taunton, Somerset
- Modern, new office environment
- Generally 1–2 days per week in the office
- Flexible working the rest of the week
Initially, you’ll spend more time in Taunton to get to know the team, systems and processes.
Beautiful location Live and work in Taunton with the stunning Somerset countryside on your doorstep.