Advice Policy Consultant

Let's hear it for the unsung heroes.

The ones who help others cut through the noise. The ones who take complex ideas and make them make sense. The ones who take feedback and use it as a force for good.

Let's hear it for you.

This national wealth manager invests a huge amount in teams that support their financial planners. A team such as this one, that oversees project work driven by internal business and regulatory change.

You'll be part of a team of 12 that helps financial planners be the best they can be. Firstly by listening to their feedback on processes and systems. Secondly by improving those processes and systems (such as suitability letter templates and advice guidance templates). And finally, by implementing regulatory change in a way that everyone understands.

And that investment doesn't stop with the wider team. This is a business that invests in its employees in a way that puts other firms to shame. There's nothing unsung about what's on offer. 

Alongside an attractive salary there's:

• A consistent four-figure annual bonus
• Yearly pay reviews/rises
• A twice yearly promotion process
• 10% non-contributory pension
• PHI, DIS, life cover, 26 week maternity/paternity/adoption pay. And so much more

There's also flexibility about where you work from. That could be on a hybrid basis near their offices in the South West. But they have several remote workers on the team - quality is more important than location.

Even if you are remote you'll feel anything but. And there's a quarterly, expensed get-together.


  
HERE'S WHAT YOU'LL NEED:

You will need to be level 4 qualified and have decent technical knowledge around pensions, IHT planning and investments.

You'll spend a lot of time building relationships with financial planners. You'll be confident in dealing with them, how you take feedback and how you push back.

There's a variety of people on the team including ex-paraplanners, ex-planners and ex-helpdesk professionals. It's likely you'll have a similar background.



------------------------------------------------------------------------------------
Unsung hero seeking investment? Click apply. We will be in touch to tell you everything you need to know (including salary) before you decide on next steps. 

If you don't have a CV send us a way of contacting you. We can come to the CV later. 

Everyone will get a response.