Leading Independent Wealth Manager require an Advice Quality and Automation Manager for their Financial Planning Division
The individual will support the Director of Wealth Operations to assist with the continued digital transformation of the Financial Planning business and build out the quality of our advice reports and letters.
Helping to automate advice processes, production of reports, and the generation of advisory documentation that is given to clients, this role will focus on our client’s experience at all times. Whether it be through BAU channels or M&A, this person will focus on improving the quality of client engagement, making our financial planning advice accessible and delivered at pace.
This role will be responsible for the oversight of the Advice Process, the standardisation of reports and automation of the Advice we provide our clients. This individual will work closely with the para planning team in taking feedback and developing the reports so that they are suitable to meet the regulatory standards and the standards of great customer care.
Person Experience
· Ideally level 6 qualified but completed Level 4 Diploma in regulated Financial Planning (with the CII) and be well on their way to completing their Level 6 Advanced Diploma in regulated Financial Planning.
· Experienced in Workflow and Click-Dimensions
· A technology native who has applied experience with Microsoft Excel but who is comfortable applying that knowledge to other systems. Some evidence of coding will be advantageous.