Our client is a national IFA firm who are seeking an experienced individual to join them as Head of Advice, who will be focused on ensuring the business delivers and exceeds upon their consumer duty responsibilities.
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
Your key focus and responsibilities will include:
Developing and implementing the advice policies in alignment with the regulatory and business standards
Deliver training, support and resources to their Financial Advisors to ensure they are consistently meeting consumer needs effectively
Hold accountability for the delivery of consumer duty through chairing the proposition committee, working closely with the Chief Investment Officer and Head of Compliance and providing strategic support
Be involved in Senior Leadership meetings on strategic leadership, working together to align strategic goals and undertake key activities such as competitor analysis, leveraging market insights and providing strategic direction
Due to the nature of this role, this role will obviously include travel, visiting their various offices and teams.
Head of Advice Requirements
You should have extensive experience within the financial planning industry with a deep knowledge of the financial planning process
You should have experience within product proposition and advice policy development within financial planning
You should hold your Level 4 Diploma in Financial Planning (or equivalent), with preference towards advanced qualifications
You must be a strategic thinker and be comfortable operating at a senior level
You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
The Company
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
Head of Advice Benefits
Salary to be discussed
Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
Excellent ongoing employee well being programmes
Remote based role with need to travel to perform duties for the role
Locations
Remote based
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