Wealth management - advice delivery (Hybrid)

The role

The Advice Manager plays a key role in making sure the correct financial advice is given and operations run efficiently. This is a leadership role that sits at the heart of our advice teams, making sure everything runs smoothly behind the scenes so our Advisers can focus on what they do best: helping clients.

More detail about the role?

As an Advice Manager, you'll lead the advice support functions made up of our paraplanning and Planning Support teams. Ensuring operational efficiency, consistency, and collaboratively across all teams, delivering high quality support to Advisers and clients. You'll be the main person for team performance, hiring, development, and day-to-day operations. You can also help shape how we work by improving processes and sharing best practice across teams.

• Leading Paraplanning and Planning Support teams
• Reporting directly to the Team Manager and acting as a key leadership figure
• Ensuring smooth workflows and resource allocation so Advisers can spend more time with clients
• Driving operational excellence and consistency across Pods
• Hiring, developing, and managing team members with support from our HR team
• Using data and performance metrics to improve service and support bonus schemes
• Supporting onboarding and ongoing training in partnership with our financial planning training team
• Acting as the first point of contact for team issues or escalations
• Championing process improvements and aligning teams through standardised ways of working

Candidate profile

Ideally the candidate will have an extensive knowledge of Paraplanning and Planning Support

• 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 planning support.
• Excellent stakeholder management, collaborating with leadership, training, and support teams.
• Familiarity with FCA regulations and compliance standards within financial advice firms.

Qualifications

A minimum of CII DipPFS level 4