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- Tasks: Lead the advisory team, ensuring top-notch financial advice and compliance.
- Company: Nationwide financial planning firm in an exciting growth phase.
- Benefits: Attractive salary, bonuses, flexible working, and wellness programmes.
- Why this job: Shape the future of financial advice while developing a high-performing team.
- Qualifications: Experience in financial advice and strong leadership skills.
- Other info: Opportunity for career growth and equity participation.
The predicted salary is between 79200 - 110000 ÂŁ per year.
Senior Adviser Managers, this one’s for you! I’m working with a nationwide financial planning firm seeking a Head of Advice to take the lead on the quality, compliance, and strategic direction of their advice function. This role blends technical expertise with leadership, ensuring clients receive outstanding financial advice while guiding, supporting, and developing a high-performing advisory team. The firm is in an exciting phase of growth, expanding rapidly through both organic growth and acquisition. They currently have 40 advisers across the UK, with plans to double this number over the next 12–24 months.
Location: UK-wide - Flexible working/occasional travel. Offices are situated across the UK so would be expected to travel occasionally.
Key Responsibilities:
- Advice Quality & Standards: Own and embed the firm’s advice framework, ensuring suitability, consistency, and client-centric outcomes across all advisers. Provide oversight through file reviews, observations, and quality assurance activity.
- Regulatory Oversight: Work closely with Compliance to ensure advice activity aligns with FCA requirements, Consumer Duty, and internal governance standards. Act as a senior point of accountability for advice risk and readiness for audits or reviews.
- Advice Proposition & Strategy: Shape and evolve what “good advice” looks like across the business, ensuring the proposition remains competitive, robust, and scalable as the firm grows.
- Leadership & Stakeholder Engagement: Represent the advice function at senior leadership level, providing clear reporting on performance, risk, and client outcomes. Act as a key voice in strategic decision-making.
- Adviser Development & Coaching: Lead, mentor, and develop a national adviser population, embedding a strong coaching culture. Observe advisers in practice, provide constructive feedback, and raise overall capability across the team.
- Performance Management: Set and monitor clear KPIs covering commercial performance, quality metrics, and behavioural standards. Support high performers and implement structured development or remediation plans where required.
- Talent & Succession: Support adviser recruitment, onboarding, and long-term succession planning, identifying and nurturing future leaders within the advisory population.
- Culture & Engagement: Foster a high-performance, ethical, and collaborative culture where advisers feel supported, accountable, and proud of the advice they deliver.
Benefits:
- Equity opportunities
- Highly attractive bonus scheme
- Flexible, hybrid working arrangements
- Sick leave pay
- Private medical insurance
- Enhanced family leave pay
- Birthdays off
- Wellness programmes, access to counselling & discounted gym memberships
If this sounds like the right next step for you, please get in touch.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Strategy/Planning and Management
Head of Advice in London employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Advice in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your leadership and compliance knowledge. Be ready to discuss how you can enhance advice quality and mentor advisers effectively. Show them you’re the strategic thinker they need!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each company’s culture and mission.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Share a brief insight or idea related to the discussion to reinforce your enthusiasm and expertise.
We think you need these skills to ace Head of Advice in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Head of Advice role. Highlight your experience in financial planning, leadership, and compliance. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advice and how you can contribute to our growth. Keep it engaging and personal – we love a good story!
Showcase Your Leadership Skills: Since this role involves leading a team, make sure to highlight your leadership experiences. Share examples of how you've developed teams or improved performance in previous roles. We’re all about nurturing talent!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on the latest financial regulations and compliance standards, especially those related to the FCA. Being able to discuss how you would ensure advice quality and client-centric outcomes will show that you're serious about the role.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about times when you mentored advisers or improved team performance. This is your chance to demonstrate your ability to foster a high-performance culture.
✨Understand the Company’s Vision
Research the firm’s growth plans and their approach to financial advice. Be ready to discuss how you can contribute to shaping their advice proposition and strategy as they expand. Showing that you align with their vision will set you apart.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the company. Inquire about their current challenges in advice quality or how they plan to develop their advisers. This shows your genuine interest and strategic thinking.
