3 of 3 Wealth Management Jobs in the South West

Are you naturally curious and driven to make things better My client is a rapidly expanding Wealth Management business looking for a Process Improvement Lead who thrives at the intersection of business and technology, someone who can see the bigger picture while also diving deep into the details. In this role, you'll be instrumental in identifying inefficiencies … are met. Stay ahead of industry trends, identifying opportunities to innovate and improve continuously. What you'll bring: Proven experience leading successful process improvement initiatives within the Pensions and Wealth Management industry (this is essential). Ideally a degree in Business, IT, or a related field. Excellent analytical skills with the ability to turn data into actionable insight. … Strong communication and stakeholder management skills, you'll work with teams across all levels. A natural ability to challenge the status quo, with the confidence to lead change and make a difference. Solid project management experience, with the ability to juggle priorities in a fast-paced environment. A collaborative mindset and the ability to see things through an More ❯

product and operations teams to enhance systems and processes Skills & Experience Proven experience in building and leading operational/implementation teams Strong understanding of the UK financial advice and wealth management sector Knowledge of investment products, wrappers, platforms, and restricted advice models Track record of successful onboarding and implementation of financial technology solutions Excellent project management and … organisational skills with the ability to manage multiple projects Strong communication and relationship management skills Technical knowledge of CRM systems, financial planning tools, and AI-driven advice technologies Rewards & Benefits Performance Bonus: Potential bonus of up to 10% Pension: 10% non-contributory Pension Comprehensive Health Coverage: Private Medical Insurance Life Assurance: Benefit from 8x salary cover for peace of More ❯

ensure smooth integrations. Continuously improve processes based on feedback and results. What Were Looking For: Proven experience leading operational or implementation teams. Strong understanding of UK financial advice and wealth management. Hands-on with CRM, financial planning software, investment platforms, and digital advice technologies. Strategic thinker, analytical, and ready to roll up your sleeves. Excellent communicator and natural leader More ❯