Head of Financial Advice

Our client is looking for a Head of Financial Advice to join the business and lead a team of Financial Advisers, Paraplanners and Administrators to ensure the delivery of good-quality advice.

Key duties will include:

• Overseeing and leading the team, promoting a culture of collaboration, efficiency, and continuous improvement to achieve business targets.
• Spearheading efforts to optimise operational processes, workflows, and systems to enhance overall efficiency and reduce costs.
• Collaborating with senior management to develop and implement strategic plans that align with the company's overall objectives and growth initiatives.
• Streamline processes and enhance the overall client experience.
• Embracing and implementing technological solutions to streamline operations, improve accuracy, and stay current with industry advancements.
• Monitoring performance metrics to assess and improve operational effectiveness.
• Addressing operational challenges promptly, providing solutions, and fostering a proactive problem-solving environment.
• Facilitating effective communication and collaboration between different departments to ensure seamless coordination and information flow.
• Provide mentorship and training to the Adviser Team, contributing to the development of their skills and knowledge.
• Ensuring strict adherence to regulatory requirements and standards, playing a key role in maintaining the organisation's compliance with financial regulations.

Experience Required:

• Diploma in Financial Planning as a minimum qualification
• Experience in leading and motivating a team of Financial Advisers
• Previous experience of providing financial advice and achieving/exceeding relevant KPIs.