Advice Process Lead

About the company

Fancy being part of something big? We're working with an ambitious, fast growing Wealth Management Network looking for a proactive, hands-on Advice Process Lead to help shape and roll out advice processes across its expanding network.

This is a fantastic opportunity to join a business going places, have a genuine impact and help shape how a rapidly growing network operates.

Requirements

This is not a role for someone who wants to sit back and watch the world go by! We want a self-starter, go getter who can hit the ground running, take ownership and make things happen.

• A background in wealth management, financial planning or a financial services network.
• Someone who has written, developed and rolled out advice processes - not just followed them.
• A practical understanding of how advice businesses operate, ideally with experience of Plannr.
• A confident communicator who enjoys working with advisers, paraplanners and business owners.
• Someone who spots opportunities, solves problems and gets stuck in!

How to apply

Sound like you? Or know someone who'd be a great fit? Drop one of us a message for a confidential chat!

Other

Advice Process Lead | Wealth Management Bristol / London / Remote (with some business travel)