Advice Process Lead | Wealth Management
Bristol / London / Remote (with some business travel)
Fancy being part of something big?
We're working with an ambitious, fast growing Wealth Management Network looking for a proactive, hands‑on Advice Process Lead to help shape and roll out advice processes across its expanding network.
This is not a role for someone who wants to sit back and watch the world go by! We want a self‑starter, go getter who can hit the ground running, take ownership and make things happen.
What we're looking for:
- A background in wealth management, financial planning or a financial services network.
- Someone who has written, developed and rolled out advice processes - not just followed them.
- A practical understanding of how advice businesses operate, ideally with experience of Plannr.
- A confident communicator who enjoys working with advisers, paraplanners and business owners.
- Someone who spots opportunities, solves problems and gets stuck in!
This is a fantastic opportunity to join a business going places, have a genuine impact and help shape how a rapidly growing network operates.
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Advice Process Lead employer: CAP Resourcing LTD
Join a dynamic and innovative structural engineering consultancy in London, where your expertise as a Chartered Senior Structural Engineer will be valued and rewarded. With a strong focus on employee growth, you will have the opportunity to lead projects, mentor a talented team, and shape the future of the business while working on exciting and challenging designs. Enjoy a collaborative work culture that encourages creativity and offers competitive salaries along with comprehensive benefits, making it an excellent place for professionals seeking meaningful and impactful careers.
