Job Description
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.
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
1. You should have extensive experience within the financial planning industry with a deep knowledge of the financial planning process
2. You should have experience within product proposition and advice policy development within financial planning
3. You should hold your Level 4 Diploma in Financial Plann...