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For Companies At a Glance
- Tasks: Lead and innovate Wealth Advice services, ensuring top-notch customer experiences.
- Company: Join a dynamic team redefining Wealth Advice in a growing organisation.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real impact in the wealth management industry while shaping future services.
- Qualifications: Experience in advice services and strong knowledge of wealth management products required.
- Other info: Collaborative environment with a focus on continuous improvement and customer satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
This role is for an experienced Advice Services Manager to join a growing Wealth Customer Proposition team that is redefining how Wealth Advice services are delivered. The role focuses on both overseeing existing advice services through periodic reviews and value assessments, while also contributing to the design and development of the future Wealth Advice proposition.
Key Responsibilities
- Support the senior Advice Services lead in the development and ongoing management of Wealth Advice services and related offerings (including wealth advice, tax advice, protection advice, pensions, ISAs, and asset management).
- Keep the customer proposition and wider business informed on market trends, competitors, and regulatory developments impacting Wealth Advice services, identifying opportunities arising from changes in the landscape.
- Understand cost-to-serve and commercial performance across services, contributing to pricing and value-for-money recommendations.
- With support from data and analytics colleagues, take accountability for management information across advice services and develop a detailed, data-led understanding of the existing customer base.
- Own the end-to-end customer journey and experience across Wealth Advice services, working with client-facing, operational, and second-line teams to ensure a best-in-class customer experience. Maintain robust customer journey documentation.
- Conduct annual end-to-end product and service reviews, target market reviews, and fair value assessments to ensure services remain suitable and deliver positive customer outcomes, feeding insights back into the business and ensuring actions are followed up.
- Establish and maintain appropriate controls and test their effectiveness.
- Operate in line with the organisation’s risk management framework and relevant risk and compliance policies, ensuring timely escalation of any issues or concerns.
Skills & Experience
- Proven experience developing and delivering advice services and financial planning products within the wealth management industry.
- Strong working knowledge of personal banking investment products and Wealth Management offerings.
- Solid understanding of the commercial drivers of wealth management products and services.
- Experience producing MI dashboards, supporting Consumer Duty outcomes, and conducting Fair Value Assessments and periodic product reviews.
- Strong stakeholder management skills with the ability to influence and collaborate across multiple teams and seniority levels.
- Strong understanding of regulatory requirements and industry best practice relevant to Wealth products and services, including Consumer Duty, MiFID, and related regulatory frameworks.
Advice Service Manager employer: McGregor Boyall
Contact Detail:
McGregor Boyall Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Service Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry 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
Get your research hat on! Stay updated on market trends and regulatory changes in wealth advice services. This knowledge will not only help you in interviews but also show potential employers that you’re genuinely interested in the field.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by rehearsing common questions related to wealth management and customer experience. Use real-life examples from your past roles to demonstrate your skills and achievements.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic roles waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re keen on joining our team!
We think you need these skills to ace Advice Service Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Advice Service Manager. Highlight your experience in developing and delivering advice services, and don’t forget to mention any relevant financial planning products you've worked with.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your skills align with our mission at StudySmarter. Be sure to mention your understanding of regulatory requirements and industry best practices.
Showcase Your Stakeholder Management Skills: In your application, give examples of how you've influenced and collaborated with different teams. We want to see that you can work across multiple levels and bring people together to achieve great results.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it. Plus, you’ll get to see all the other exciting opportunities we have!
How to prepare for a job interview at McGregor Boyall
✨Know Your Stuff
Make sure you brush up on the latest trends in wealth management and advice services. Familiarise yourself with key concepts like Consumer Duty, MiFID, and the regulatory landscape. This will not only show your expertise but also demonstrate your commitment to staying informed.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've developed or delivered advice services. Highlight your achievements in managing customer journeys and conducting fair value assessments. This will help the interviewers see how your experience aligns with their needs.
✨Engage with Stakeholders
Since strong stakeholder management is crucial for this role, think of ways you've successfully collaborated with different teams. Be ready to discuss how you influenced decisions and maintained relationships across various levels of seniority.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's current advice services and future plans. This shows your genuine interest in the role and helps you understand how you can contribute to their goals. Plus, it gives you a chance to assess if the company is the right fit for you!
