Head of Advice

6 months ago

Leeds, United Kingdom TFAS Wealth Ltd Full time

At TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client’s financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible.

The Head of Advice will lead our team of financial advisers and our support team of paraplanners and administrators, ensuring the delivery of high-quality, compliant, and client-focused advice. This role is pivotal in shaping the advice strategy, driving business performance, and maintaining the highest standards of regulatory compliance and ethics.

The role will focus on the delivery of the team’s targets and objectives, whilst operating within the established business procedures and adhering to the regulatory environment. Working closely with other members of the Senior Leadership Team, this person will also play a key role in the business’s further growth and development.

**SALARY**:
£60,000 - £70,000 (OTE £90,000 - £105,000)

**WORKING HOURS/PATTERN**:
We pride ourselves on convenience for our clients, usual working hours are 9am - 5:30pm Monday-Thursday and 9am - 4pm Friday.

**BENEFITS**:

- Uncapped quarterly commission
- 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
- 4pm Finish on a Friday
- Private Healthcare
- Annual performance related Company bonus and salary review
- 5% Employer pension contribution
- Access to our Employee Assistance Programme with Health Assured
- Opportunities for continuous professional development
- Buying and selling annual leave scheme
- Regular social & charity events throughout the year

**KEY RESPONSIBILITIES**:

- Team Leadership: Overseeing and leading the team, promoting a culture of collaboration, efficiency, and continuous improvement to achieve business targets.
- Operational Excellence: Spearheading efforts to optimise operational processes, workflows, and systems to enhance overall efficiency and reduce costs.
- Strategic Planning: Collaborating with senior management to develop and implement strategic plans that align with the company's overall objectives and growth initiatives.
- Client Service Enhancement: Streamline processes and enhance the overall client experience.
- Technology Integration: Embracing and implementing technological solutions to streamline operations, improve accuracy, and stay current with industry advancements.
- Performance Monitoring: Monitoring performance metrics to assess and improve operational effectiveness.
- Problem Resolution: Addressing operational challenges promptly, providing solutions, and fostering a proactive problem-solving environment.
- Communication and Collaboration: Facilitating effective communication and collaboration between different departments to ensure seamless coordination and information flow.
- Stay Informed: Keep abreast of new product, technical, and legislative changes within the marketplace to ensure up-to-date knowledge.
- Mentorship and Training: Provide mentorship and training to the Adviser Team, contributing to the development of their skills and knowledge.
- Regulatory Compliance: Ensuring strict adherence to regulatory requirements and standards, playing a key role in maintaining the organisation's compliance with financial regulations.
- Risk Management: Identifying, assessing, and mitigating operational risks to safeguard the organisation's financial health and reputation.

**PERSON SPECIFICATION**:
**Qualifications**
- Essential_
Level 4 Diploma in Financial Planning
- Desirable_
Degree educated
Level 6 Diploma in Financial Planning

**Experience**
- Essential_
- Team Leadership: Experience in leading and motivating teams to achieve collective goals, fostering a collaborative and supportive work environment.
- Demonstrated substantial experience providing financial advice and achieving/exceeding relevant KPIs.
- Previous experience in mentoring and training Adviser Teams, contributing to the development of skills and knowledge within the team.
- Strong understanding of financial products, regulations, and market dynamics.
- Proven ability to identify and cultivate new business opportunities, expanding the client base and contributing to the firm's growth objectives.
- Demonstrated ability to adapt to evolving market conditions, regulatory changes, and technological advancements, ensuring agility and resilience in a dynamic industry landscape.
- Experience in implementing effective client retention strategies, fostering long-term relationships and maximising client satisfaction and loyalty.
- Desirable_
- Familiarity with financial planning software and tools, enabling efficient analysis, modelling, and presentation of financial plans to clients.
- A strong network within the financial services industry, facilitating collaboration, knowledge sharing, and poten

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