Head of Advice

Moneybox

. Lead Moneybox's Financial Adviser team as 1st line supervisor for the regulated advice team .

Posted 10/5/2026full-timeLondon • United KingdomLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading and developing a regulated financial advice team, with a strong focus on case quality, competence frameworks, and performance management. Proven ability to inspire and coach advisers while ensuring compliance with regulatory standards and delivering exceptional customer outcomes.

Highest-signal resume keywords

Certified Individual Under SM&CRLevel 4 Qualification In Financial PlanningPeople Management And CoachingUnderstanding Of Consumer Duty And Regulatory ExpectationsExperience In Digital-First Advice Model

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Case Sign-OffCompetence FrameworksT&C SchemesPerformance ManagementQuality AssuranceGovernance RepresentationAdviser DevelopmentKPI ManagementRegulatory ComplianceFinancial Planning

Soft Skills

LeadershipCoachingCommunicationTeam BuildingProblem Solving

Tools & Technologies

AI-Supported Advice JourneysTechnology-Enabled Advice Tools

Certifications & Qualifications

Level 6 Qualification In Financial PlanningCompetent Supervisor Status

Industry Keywords

Regulated Financial AdviceConsumer DutySuitability StandardsAdviser Team ManagementCross-Functional Collaboration

About the role

Key responsibilities & impact

Lead Moneybox's Financial Adviser team as 1st line supervisor for the regulated advice team
Recruit and inspire advisers while building culture and service standards that deliver strong customer outcomes
Support advisers' development from initial qualification to experienced professionals
Own adviser sign-off, competence and quality standards as a Certified Individual under SM&CR
Sign off Financial Adviser and Senior Financial Adviser cases ahead of Competent Adviser Status and sign off own advice cases once CAS is achieved
Line manage Senior Financial Advisers and Financial Advisers, overseeing performance, development and career progression
Build and own the T&C scheme, including case sign-off standards, competence records and House Rules
Manage performance against KPIs through individual and team coaching
Own QA and case-review standards and feed findings into House Rules, training and the wider T&C scheme
Act as senior escalation point for complex or sensitive customer cases
Represent the Adviser team in governance forums and contribute to advice strategy
Support recruitment, onboarding, competence frameworks and workforce planning
Work with product and technology teams to evolve the advice customer experience
Build processes and source technology to help the advice team serve more customers personally
Report to the Director of Advice and collaborate with the Head of Proposition and Senior Coaching & Advice Service Manager

Requirements

What you’ll need

Proven experience as a senior Financial Adviser or supervisory lead in a regulated financial advice environment, with a track record of overseeing case quality and competence
Experience operating as a Certified Individual under SM&CR, with a strong understanding of case sign-off, competence frameworks and T&C schemes
Level 4 qualification in Financial Planning attained
Track record of people management — coaching, performance management and career development for Advisers
Strong understanding of Consumer Duty, suitability standards and regulatory expectations in advice delivery
Comfortable representing a team in governance forums and contributing to strategic and product discussions
Level 6 qualification in Financial Planning attained (e.g. CII Advanced Diploma including AF6, or LIBF Adv DipFA) — desirable
Experience holding Competent Supervisor status, or a clear track record of achieving it quickly in a similar role — desirable
Experience operating in a digital-first advice model — desirable
Background working closely with Paraplanning and Coaching / Advice Coach teams in a cross-functional advice service — desirable
Familiarity with AI-supported or technology-enabled advice journeys, and comfortable adapting standards as tools evolve — desirable
Candidates must be based within the UK
Moneybox cannot offer visa sponsorship and cannot consider overseas applications
Satisfactory pre-employment checks, including criminal record and adverse credit history checks, are required

Benefits

Comp & perks

Company pension scheme
Company bonus scheme
Hybrid working environment
Home office furniture allowance
Personal Annual Learning and Development budget
Private Medical Insurance
Health Cash Plan – cashback on everyday healthcare like dental and opticians
Cycle to work scheme – spread the cost of a new bike and accessories
CycleSaver – save on bike-share subscriptions and have a more sustainable commute
Wellhub subscription to a variety of gyms and wellbeing apps
Enhanced parental pay & leave
25 days holiday + bank holidays with additional days added with length of service