At a Glance
- Tasks: Lead a team of financial planners while managing high-net-worth client portfolios.
- Company: Join Amber River Premier, a leading Chartered Financial Planning firm in Marlow.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for career growth in a supportive and innovative culture.
- Why this job: Make a real impact by shaping financial advice and leading a talented team.
- Qualifications: Chartered Financial Planner with leadership experience and a passion for client success.
The predicted salary is between 80000 - 100000 £ per year.
Amber River Premier, a Chartered Financial Planning firm based in Marlow, is seeking an exceptional Head of Advice to join our Senior Management Team.
This is a unique opportunity for an experienced Chartered Financial Planner to combine operational leadership skills with hands‑on client advisory work, implementing our future advice proposition while continuing to deliver outstanding outcomes for High‑Net‑Worth clients.
This is a true dual‑role position, with approximately 50% of your time focused on leading and developing our Financial Planning team, and 50% dedicated to managing a select portfolio of HNW clients.
What you’ll be doing As Head of Advice, you will: Lead and develop a high‑performing team of Chartered Financial Planners, creating a culture of excellence, accountability and continuous improvement.
Levels of experience will range across the team from Paraplanners transitioning into Advisers and those with several years’ experience already within the industry.
You will initially manage a team of 4‑5 Advisers, with the team growing over time.
Drive adviser capacity planning, recruitment, development, retention and succession planning.
Ensure the delivery of high‑quality independent financial advice that achieves outstanding client outcomes and meets all regulatory requirements.
Own and optimise advice processes to improve consistency, efficiency and scalability across the business.
Use management information and business insights to identify opportunities for growth, productivity improvement and enhanced quality.
Conduct regular 1‑2‑1s and quarterly personal development meetings (PDPs) with the team of Chartered Financial Planners.
Partner closely with Compliance, HR, Operations, Growth and Proposition Directors to support business performance and potential future acquisitions.
Supervise and develop Financial Planners through Training
Head of Advice employer: Amber River Premier
Amber River Premier is an outstanding employer that fosters a collaborative and innovative work culture in the picturesque town of Marlow. With a strong commitment to employee development, we offer tailored growth opportunities and support for our team members to excel in their careers while delivering exceptional service to our High-Net-Worth clients. Join us to be part of a dynamic environment where your contributions are valued and rewarded.
