Head of Adviser Support

Job Description

The successful candidate will be responsible for managing a national team of paraplanners and administrators spread across multiple locations.

Responsibilities

• Manage an end to end process in line with our advice process and standards.
• Oversee management of all offices.
• Deliver a service in line with agreed SLA’s.
• Manage and prioritise workloads.
• Maintain the team’s policies and procedures, reviewing the content regularly in conjunction with Compliance and embedding all changes as required.
• Manage team productivity and performance.
• Support the development of all team members.
• Provide clear and effective reporting.
• Monitor and report on risks and controls as appropriate.

Knowledge and Experience

• First class technical expertise in a range of different areas of advice.
• Level 4 qualified. (Ideally Level 6 qualified).
• Detailed knowledge of providing regulated advice.
• Experience of managing a large team.

Person Specification

• An individual who is a self-starter and has a proven track record in similar role.
• The ability to deliver and contribute to a business plan.
• A good understanding of how an IFA business makes a profit and can articulate the component parts of this.
• Can demonstrate good change management skills.
• Has gravitas and can empower people to make decisions.
• Strong written, oral, and digital communication skills.
• Analytical and problem-solving capabilities.
• Ideally would have worked successfully in a corporate environment previously.