Head of Advice

1 week ago

Wakefield, Wakefield, United Kingdom Clayton Davies Full time £60,000 - £120,000 per year


Head of Advice


Hybrid Based


Competitive Salary

Our client is a leading wealth management firm dedicated to helping individuals, families, and businesses achieve their long-term financial goals. As they continue to grow, they're looking for an exceptional
Head of Advice
to lead their advisory function and drive the highest standards of client service, compliance, and professional development across their adviser network.

The Head of Advice will be responsible for the strategic leadership, development, and governance of their financial advice proposition. You will ensure that all advice delivered across the firm is compliant, client-centric, and aligned with their business objectives.

Role & Responsibilities:

  • Oversee the quality, suitability, and consistency of financial advice across the business.
  • Develop and implement the firm's advice framework and best practice standards.
  • Act as the primary liaison with compliance and risk teams to ensure FCA and internal regulatory requirements are met.
  • Support recruitment, training, and mentoring of advisers to maintain a high-performing culture.
  • Collaborate with the Chief Investment Officer, Compliance Director, and Operations teams to align advice, investment, and operational strategies.
  • Represent the advice function at senior management and board level.
  • Drive innovation in advice delivery through digital tools, client experience enhancements, and process improvement.

Do you have the following to apply?

  • Hold the Level 4 Diploma in Financial Planning as a minimum (or equivalent).
  • Proven leadership experience within an advisory role.
  • Experience developing advice propositions in a growing or digitally enabled firm would be beneficial.

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.

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