Consultant - Advice Policy

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• Shape Advice Policies – Lead the development and amendment of advice policies in response to business needs, legislative updates, and regulatory change.
• Provide Expert Technical Guidance – Provide subject matter expertise in financial advice and planning to ensure policy changes align with current best practice and compliance standards.
• Drive Improvements – Contribute to large-scale projects that review and reshape key areas of the advice framework, using in-depth knowledge of existing processes to recommend effective improvements.
• Stay Ahead of Change – Maintain up-to-date knowledge of regulatory requirements and business developments, using initiative to proactively identify and respond to change.
• Collaborate Across the Business – Engage and collaborate with a range of internal stakeholders and external Partners to gather input, communicate changes, and support implementation.
• Communicate clearly and effectively – Present policy recommendations and complex advice-related changes to senior leadership with clarity and confidence, responding constructively to challenge and feedback.
• End-to-end impact – Ensure proposed policy changes are workable within operational processes and systems, considering end-to-end impacts on the advice journey.
• Keep documentation clear and compliant – Update client-facing documentation, such as suitability letters, to reflect policy changes—ensuring they remain compliant, accurate, and easy to understand.
• Balance Independence with Teamwork – Work independently while contributing to a collaborative team environment, balancing autonomy with teamwork to deliver high-quality outputs.

Who we’re looking for:

A creative individual that can think outside the box to identify solutions to complex problems involving technical information and the design of our Suitability Letter report writing tool. You will also be knowledgeable within all aspects of advice processes who can be seen as a source of advice for others around them in one of more technical areas.

• CII Diploma qualified as a minimum
• Experience with all aspects of Advice processes and can deliver change that meets the expectations of the regulator, Partners and clients
• Strong experience with the principles and standards that underpin financial planning advice, the FCA COBS Suitability assessment and documentation requirements.
• Experienced with identifying and creatively solving complex problems, involving technical information and the design of our Suitability Letter report writing tool.

Special Requirements:

The role has a requirement for some travel between offices.

What\’s in it for you?

We reward youfor the work you do, whether that’s through our discretionary annual bonus scheme that reflects bothpersonal and company performance, competitive annual leave allowance (28 daysplus bank holidays, with the option to purchase an additional 5 days), oronline rewards platform with a variety of discounts.
We also havebenefits to support whatever stage of life you are in, including:

• Competitive parental leave (28 weeks full pay)
• Private medical insurance (optional taxable benefit)
• 10% non-contributory pension (increasing with length of service)

Reasonable Adjustments
We\’re an equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all, if you require reasonable adjustment(s) at any stageplease let us know by emailing us at
Research tells usthat applicants (especially those from underrepresented groups) can be put offfrom applying for a role if they do not meet all the criteria or have been onan extended career-break. If you think you would be a good match for this role andcan demonstrate some transferable experience please apply, regardless ofwhether you tick every box.

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