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    Head of Financial Advice - Leeds, United Kingdom - Goldstone Laine Limited

    Goldstone Laine Limited
    Goldstone Laine Limited Leeds, United Kingdom

    3 weeks ago

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    Description

    JOB DESCRIPTION & PERSON SPECIFICATION

    JOB TITLE: Head of Advice

    MAIN PURPOSE OF JOB:

    We pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. We are committed to offering a holistic approach to our client's financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible.

    The Head of Advice will lead our team of financial advisers and our support team of paraplanners and administrators, ensuring the delivery of high-quality, compliant, and client-focused advice. This role is pivotal in shaping the advice strategy, driving business performance, and maintaining the highest standards of regulatory compliance and ethics.

    The role will focus on the delivery of the team's targets and objectives, whilst operating within the established business procedures and adhering to the regulatory environment. Working closely with other members of the Senior Leadership Team, this person will also play a key role in the business's further growth and development.

    WORKING HOURS/PATTERN: Usually 9am – 5.30pm.

    SALARY: £60,000 - £70,000 basic + quarterly performance bonus

    BENEFITS:

    25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)

    4pm Finish on a Friday

    Annual performance related Company bonus and salary review

    5% Employer pension contribution

    Access to our Employee Assistance Programme with Health Assured

    Opportunities for continuous professional development

    Discounted annual rail season ticket

    Buying and selling annual leave scheme

    Regular social events throughout the year

    Private Healthcare

    KEY RESPONSIBILITIES

    · Team Leadership: Overseeing and leading the team, promoting a culture of collaboration, efficiency, and continuous improvement to achieve business targets.

    · Operational Excellence: Spearheading efforts to optimise operational processes, workflows, and systems to enhance overall efficiency and reduce costs.

    · Strategic Planning: Collaborating with senior management to develop and implement strategic plans that align with the company's overall objectives and growth initiatives.

    · Client Service Enhancement: Streamline processes and enhance the overall client experience.

    · Technology Integration: Embracing and implementing technological solutions to streamline operations, improve accuracy, and stay current with industry advancements.

    · Performance Monitoring: Monitoring performance metrics to assess and improve operational effectiveness.

    · Problem Resolution: Addressing operational challenges promptly, providing solutions, and fostering a proactive problem-solving environment.

    · Communication and Collaboration: Facilitating effective communication and collaboration between different departments to ensure seamless coordination and information flow.

    · Stay Informed: Keep abreast of new product, technical, and legislative changes within the marketplace to ensure up-to-date knowledge.

    · Mentorship and Training: Provide mentorship and training to the Adviser Team, contributing to the development of their skills and knowledge.

    · Regulatory Compliance: Ensuring strict adherence to regulatory requirements and standards, playing a key role in maintaining the organisation's compliance with financial regulations.

    · Risk Management: Identifying, assessing, and mitigating operational risks to safeguard the organisation's financial health and reputation.

    Qualifications

    · Level 4 Diploma in Financial Planning

    Experience

    · Team Leadership: Experience in leading and motivating teams to achieve collective goals, fostering a collaborative and supportive work environment.

    · Demonstrated substantial experience providing financial advice and achieving/exceeding relevant KPIs.

    · Previous experience in mentoring and training Adviser Teams, contributing to the development of skills and knowledge within the team.

    · Strong understanding of financial products, regulations, and market dynamics.

    · Proven ability to identify and cultivate new business opportunities, expanding the client base and contributing to the firm's growth objectives.

    · Demonstrated ability to adapt to evolving market conditions, regulatory changes, and technological advancements, ensuring agility and resilience in a dynamic industry landscape.

    · Experience in implementing effective client retention strategies, fostering long-term relationships and maximising client satisfaction and loyalty.

    · Familiarity with financial planning software and tools, enabling efficient analysis, modelling, and presentation of financial plans to clients.

    · A strong network within the financial services industry, facilitating collaboration, knowledge sharing, and potential business partnerships.

    Skills

    · Detailed knowledge of FCA and the firm's record keeping requirements.

    • Strong attention to detail.
    • Client focused with excellent time management and organisation skills.
    • Ability to act professionally, with an enthusiastic and positive attitude.
    • Show determination, the ability to self-motivate and influencing skills.
    • Commercial awareness.
    • Technological Proficiency

    Behaviours

    Open – Relate and communicate with others, adapting your style to everyone.

    Positive – Being optimistic and encouraging a positive mindset.

    Professional – Exhibiting a courteous, conscientious, and business-like manner.

    Leadership – Drive the company vision and positively influence those around you.

    Cooperative – Work together and support each other to learn and grow.

    People Focused – Delivering the best service and adding value to our clients and treating each other with the utmost respect.

    Job Types: Full-time, Permanent

    Pay: £60,000.00-£70,000.00 per year

    Benefits:

    • Casual dress
    • Company events
    • Company pension
    • Free or subsidised travel
    • Life insurance
    • Private medical insurance

    Schedule:

    • Holidays
    • Monday to Friday

    Supplemental pay types:

    • Bonus scheme

    Work Location: In person

    #J-18808-Ljbffr
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