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For Companies At a Glance
- Tasks: Lead and manage advice services in wealth management, ensuring top-notch client experiences.
- Company: Join a leading firm in investment management with a focus on innovation.
- Benefits: Competitive salary, career growth, and the chance to shape financial advice services.
- Why this job: Make a real impact in the financial sector while developing your expertise.
- Qualifications: Experience in financial planning and strong stakeholder management skills required.
- Other info: Dynamic role with opportunities to influence and drive change in a fast-paced environment.
The predicted salary is between 48000 - 72000 ÂŁ per year.
We are seeking an experienced Advice Services professional to support the development, management and ongoing oversight of our advice services and related wrappers across wealth, tax, protection, pensions, ISAs and asset‑management‑only propositions.
Key responsibilities:
- Support the Advice Services owner in shaping and managing advice services and wrappers.
- Track market trends, competitors and regulatory developments, and identify opportunities arising from change.
- Understand cost‑to‑serve and commercial drivers, contributing to pricing and value decisions.
- Own MI for advice services, working with data teams to build a detailed, data‑led view of customers and outcomes.
- Own the end‑to‑end customer journey across advice services, ensuring a best‑in‑class client experience and maintaining journey documentation.
- Deliver annual product and service reviews, target market reviews and fair value assessments in line with regulatory and internal governance requirements.
- Present findings to relevant forums and ensure agreed actions are followed through.
- Establish appropriate controls and test their effectiveness.
Skills and experience:
- Recent, hands‑on experience developing and delivering advice services or financial planning products within UK wealth management.
- Strong understanding of UK investor types and wealth management products and services.
- Clear grasp of commercial drivers, pricing and cost‑to‑serve.
- Proven experience producing MI, Consumer Duty monitoring, fair value assessments and periodic product reviews.
- Strong stakeholder management and influencing skills at all levels.
- Solid regulatory knowledge, including PROD, Consumer Duty, SDR, MiFID, COLL, IDD and AIFMD.
- Comfortable presenting to senior, technical and non‑technical audiences.
- Confident data analysis skills, using insight to inform decisions and recommendations.
- Strong written and verbal communication.
- Able to manage competing priorities and deadlines.
- Experience working with third‑party providers is beneficial.
- A UK‑recognised financial advisory qualification is advantageous.
This role suits someone commercially minded, regulatory‑literate and customer‑focused, with the credibility to own advice propositions end to end.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and General Business
Industries: Investment Management, Banking and Financial Services
Location: London, England, United Kingdom
Advice Services Manager / Head of Advice Operations Wealth employer: Rothstein Recruitment
Contact Detail:
Rothstein Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Services Manager / Head of Advice Operations Wealth
✨Tip Number 1
Network like a pro! Reach out to industry contacts on LinkedIn or at events. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its services. We want to show that we’re genuinely interested in their advice operations and how we can contribute to their success.
✨Tip Number 3
Practice your pitch! We should be ready to explain our experience and how it aligns with the role. A confident delivery can make all the difference in leaving a lasting impression.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you note can keep us top of mind and show our enthusiasm for the position. Plus, it’s a great way to reinforce our interest in their advice services.
We think you need these skills to ace Advice Services Manager / Head of Advice Operations Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Advice Services Manager. Highlight your hands-on experience in developing advice services and your understanding of UK wealth management products. We want to see how your skills align with what we're looking for!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples that demonstrate your impact in previous roles, especially around MI production and customer journey improvements. This helps us see the value you can bring to our team.
Be Clear and Concise: When writing your application, keep it clear and concise. Avoid jargon unless it's relevant to the role. We appreciate straightforward communication, so make sure your points are easy to understand and get straight to the heart of your experience.
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’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your application!
How to prepare for a job interview at Rothstein Recruitment
✨Know Your Stuff
Make sure you brush up on the latest trends in wealth management and advice services. Familiarise yourself with key regulations like PROD and Consumer Duty, as well as the specific products mentioned in the job description. This will show that you're not just interested in the role but also knowledgeable about the industry.
✨Showcase Your Data Skills
Since the role involves working with MI and data analysis, be prepared to discuss your experience in these areas. Bring examples of how you've used data to inform decisions or improve customer journeys. This will demonstrate your ability to contribute to a data-led view of customers and outcomes.
✨Prepare for Stakeholder Questions
Expect questions about your experience managing stakeholders at various levels. Think of specific instances where you've influenced decisions or navigated competing priorities. This will highlight your strong stakeholder management skills, which are crucial for this role.
✨Practice Your Presentation Skills
Given that you'll need to present findings to both technical and non-technical audiences, practice explaining complex concepts in simple terms. You might even want to prepare a mini-presentation on a relevant topic to showcase your communication skills during the interview.
