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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive UK financial planning experience and leadership within an advice function, with a strong focus on delivering an effective advice proposition that meets FCA requirements and supports good client outcomes.
Highest-signal resume keywords
Chartered Financial Planner StatusFCA Requirements KnowledgeAdvice Proposition DesignLeadership and Influencing SkillsCommercial Understanding of Adviser Economics
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningAdvice StandardsProcess DesignOngoing Service DeliverySuitability Report StructureClient Service ManagementCapacity PlanningRevenue ManagementProduct GovernanceInvestment Governance
Soft Skills
LeadershipInfluencingCredibilityTeam DevelopmentClient Relationship Management
Certifications & Qualifications
Chartered Financial Planner Status
Industry Keywords
Consumer DutyCOBS SuitabilityAdvice IntegrationMulti-Office BusinessProposition Environments
About the role
Key responsibilities & impact- Lead the advice function as the senior first-line leader and oversee delivery of advice across the firm
- Oversee advice standards, processes, ongoing client service, and consistent delivery of the advice proposition
- Ensure advice supports good client outcomes and meets Consumer Duty requirements
- Bring the advice proposition to life across financial planning, investment, retirement, protection, and estate planning
- Own advice standards, planning methodology, end-to-end advice process, and suitability report structure
- Set and maintain technical house positions on complex advice areas and act as the senior technical escalation point
- Contribute to advice proposition design and deliver ongoing advice services across every client segment
- Lead adoption of client value, investment, and product propositions across advisers
- Serve on the Investment Oversight and Advice Policy Committee (IOAPC)
- Lead adviser performance, productivity, capacity planning, client allocation, book management, and revenue per planner
- Report service delivery, productivity, and capacity management information to senior leadership and the Board
- Work with Risk and Compliance as first-line owner of advice standards and translate assurance findings into improvements
- Lead advice integration of acquired businesses, harmonising processes and migrating clients to the Group proposition
- Lead and develop the Advice Manager and wider advice support team
- Support adviser recruitment, onboarding, development, and the academy
Requirements
What you’ll need- Extensive UK financial planning experience, with a proven track record of leadership within an advice function
- Chartered Financial Planner status or equivalent
- Deep working knowledge of FCA requirements, including COBS suitability, Consumer Duty, and expectations on ongoing advice services
- Demonstrable experience of delivering an advice proposition at firm level, including advice standards, process design, and ongoing service delivery
- Strong leadership and influencing skills, with the credibility to set the house position across an experienced adviser population
- Commercial understanding of adviser economics, including productivity, capacity, and revenue per planner
- Experience within a multi-office, acquisitive, or integrating advice business
- Experience in designing or re-engineering the advice proposition, service tiering model, or ongoing service model, including the supporting technology
- Familiarity with product governance, investment governance, or proposition environments
Benefits
Comp & perks- Permanent employment
- Full-time employment
- Hybrid work arrangement