Advice Delivery Manager (Hampstead) in Borehamwood

We are seeking an experienced, organised, and driven Advice Delivery Manager to join our Borehamwood office. This role will report to the local Pod Leader. In this role, you will work closely with the Pod Advisers, Regional Directors, the Training and People teams, and other Pod ADMs to enhance the client experience, streamline service delivery to Advisers and clients, and improve the speed and accuracy of administrative support and advice. Operating in a fast-paced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering high-quality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will help maintain the highest standards in client service while ensuring seamless operational support.

The Advice Delivery Manager (ADM) is a key leadership role within each Pod, responsible for managing the Advice Support Functions, which include Paraplanning and Planning Support (formerly Client Services). The ADM ensures that these functions operate efficiently, delivering structured, high-quality support to Advisers and clients while maintaining clear accountability within the Pod. By providing operational and administrative leadership at the Pod level, the ADM enhances decision-making, oversees performance, and coordinates the Paraplanning and Planning Support teams. This role ensures that all processes and policies are followed, driving efficiency and maintaining excellence in service delivery, enabling Advisers to dedicate more time to clients and ensuring Saltus delivers the highest level of service. This role is responsible for hiring, performance management, and team development.

Responsibilities:

• An important responsibility for the ADM is to keep the pods working in the same way, typically solved through a standard set of documented processes that each Pod follows.
• The ADMs work together as a team on improvement ideas, which are then trained out to the Pods and implemented as changes to the standard documented processes to keep activity aligned.
• Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure.
• Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation.
• Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence.
• Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards.
• Proactively provide regular updates to the Pod Leader on team performance and capacity.
• Ensure full accountability for team structure, service delivery, and Adviser support functions.
• Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively.
• Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme.
• Work closely with the FP Training Team, responsible for training Planning Support and Paraplanners.
• Ensure team members understand their core duties, expectations, and service delivery requirements.
• Act as a first point of contact for any team issues or escalations.
• Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations.
• Work closely with the People and Training teams to drive ongoing professional development.
• Act as the key leadership figure within the Pod for Adviser support functions.

Skills and Experience:

• Strong operational oversight with expertise in financial planning, paraplanning, and client support.
• Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes.
• Proven leadership and team management within financial services, ensuring efficiency and service excellence.
• Minimum of 3-5 years experience in paraplanning or client services.
• Excellent stakeholder management, collaborating with leadership, training, and support teams.
• Strategic and organised, able to manage multiple priorities in a fast-paced environment.
• Strong attention to detail, ensuring accuracy and consistency in all processes.
• Excellent communication skills with a client-focused approach to enhance Adviser and client experiences.
• Familiarity with FCA regulations and compliance standards within financial advice firms.

This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support.

Person Specification:

• Strategic thinker with extensive experience in Paraplanning, Planning Support, and Financial Planning.
• Competent, approachable leader focused on excellence in client experience.
• Thrives in a busy environment, managing deadlines while staying calm.
• Strong attention to detail with a focus on accuracy and clear communication.
• Excellent verbal and written communication, including proofreading and grammar skills.
• Proactive approach to solving operational challenges.

Qualifications:

It’s not essential to have financial planning qualifications such as those provided by the Personal Finance Society/CII, however we would encourage and support the applicant to start the journey of taking relevant industry qualifications, and in the interview process it will be an advantage to have industry relevant qualifications. Whilst we would accept applicants without the relevant qualifications, it is very important that the applicant can demonstrate a clear understanding of the Advice process; with empathy and acute awareness of the roles of Planning Support or Paraplanning, in order to understand the administrative process that the team go through in order to help your teams solve pod and client issues.

Location:

This role supports client-facing staff and clients and therefore will form part of our front line distribution of financial services based in our offices. The ADM will be based out of our Borehamwood office.

Benefits:

Salary range of £40,000 – £50,000 dependent on experience and location (London weighting will be considered), with a discretionary performance-related bonus of up to 20% of salary based on completion of ADM Pod KPIs. This role also includes 28 days’ holiday (plus bank holidays and your birthday), study assistance, life assurance, income protection, private medical and a pension, alongside access to our flexible benefits platform. Just as importantly, you will get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 400+ people. We work hard, but we have an awful lot of fun along the way.

If you think you would like to come and join us, then please do get in touch… we would love to hear from you.