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- Tasks: Lead the development of advice strategies and ensure exceptional client outcomes.
- Company: Join Succession Wealth, a leading financial planning firm with a collaborative culture.
- Benefits: Competitive salary, generous leave, flexible working, and health benefits.
- Why this job: Shape the future of financial advice and make a real impact in clients' lives.
- Qualifications: Strong knowledge of financial regulations and proven leadership skills required.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Field-based aligned to your nearest Succession office location. Highly Competitive Salary + Benefits.
We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.
Due to our continued growth, Succession Wealth is delighted to offer a fantastic opportunity for an experienced professional to join us as Head of Advice Guidance. This is a senior role with significant responsibility, where you will play a key part in shaping advice standards and ensuring exceptional outcomes for our clients.
About The Role
Responsibilities of the role include:
- Strategic Development and Implementation
- Own and deliver a comprehensive advice guidance strategy.
- Lead on the translation of advice guidelines and policy into automated, digital and AI related advice delivery methods.
- Monitor regulatory and market trends, incorporating changes into proposition development.
- Regulatory & Compliance
- Ensure all propositions meet regulatory requirements and industry best practice.
- Partner with Compliance to maintain governance and risk frameworks.
- Keep the business fully aligned with FCA and other regulatory standards.
- Stakeholder Management & Collaboration
- Build strong relationships across departments to deliver aligned advice guidance.
- Represent Succession externally at industry forums and maintain networks within Aviva Group and wider market.
About You
We welcome applications from individuals who are passionate about advice excellence and have the experience to lead at a strategic level. Ideally, you will bring:
- Strong knowledge of financial services regulations and advice processes.
- Proven leadership and stakeholder engagement skills.
- A track record of delivering results in complex, regulated environments.
Qualifications & Experience Required
- Level 4 Diploma in Financial Planning (or equivalent) – Chartered status is highly desirable.
- Extensive experience in financial services advice and compliance.
- Proven ability to lead at a strategic level and influence senior stakeholders.
- Strong understanding of FCA regulations and advice frameworks.
- Excellent leadership, communication, and stakeholder management skills.
As Head of Advice Guidance, you’ll shape our advice strategy and lead a team of experts to deliver excellence. You’ll set objectives, coach, and align resources to drive innovation, collaboration, and continuous improvement. Your success will be measured by client acquisition and retention, revenue growth, efficiency, and satisfaction. You’ll also oversee the creation of high-quality guidance and support materials to empower Wealth Planners and ensure exceptional client experiences.
What You Can Expect From Us
- A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:
- 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with a generous employer contribution.
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay.
- Enhanced maternity, paternity and adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products.
- £465 towards the purchase of home office equipment.
- Group Life Assurance Scheme: 8 x salary.
- Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
- Support with cost of professional exams/study days.
- Charity Days.
- Company Events.
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Head of Advice Guidance in London employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Advice Guidance in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant forums. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching Succession Wealth and understanding their values and goals. Tailor your responses to show how your experience aligns with their mission and how you can contribute to their success.
✨Tip Number 3
Practice your pitch! Be ready to articulate your leadership style and how you’ve successfully navigated complex regulatory environments. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at Succession Wealth.
We think you need these skills to ace Head of Advice Guidance in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial services and compliance. We want to see how your skills align with the Head of Advice Guidance role, so don’t hold back on showcasing your achievements!
Showcase Your Leadership Skills: This role is all about leading a team and influencing stakeholders. Use your application to demonstrate your leadership experience and how you've successfully managed teams or projects in the past. We love seeing examples of collaboration and innovation!
Highlight Regulatory Knowledge: Since this position involves ensuring compliance with FCA regulations, make sure to emphasise your understanding of financial services regulations. We’re looking for someone who can navigate complex regulatory environments, so share any relevant experiences you have.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services regulations and advice processes. Being well-versed in FCA regulations will not only show your expertise but also demonstrate your commitment to compliance, which is crucial for this role.
✨Showcase Your Leadership Skills
Prepare examples that highlight your leadership experience and stakeholder engagement skills. Think about times when you've successfully led a team or influenced senior stakeholders, as these stories will resonate well with the interviewers.
✨Understand Their Vision
Research Succession Wealth's current strategies and values. Understanding their approach to advice guidance and how they align with industry trends will help you articulate how you can contribute to their goals and enhance client outcomes.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your interest in the role and the company. Inquire about their future plans for advice guidance and how they measure success in client acquisition and retention. This shows you're not just interested in the job, but also in the company's growth.
