A leading opportunity for Head of Financial Advice has become available at my well-known client in West Sussex.
This is an exciting opportunity for an enthusiastic, committed and ambitious individual to maintain and develop advice services within a sophisticated financial planning business.
My client is looking to appoint an individual that commands respect, has significant industry experience and holds the appropriate qualifications. This individual will be responsible for guiding the firm's advice processes working closely with the Investment & Advice Policy Committee.
SOME OF YOUR DUTIES WILL INCLUDE:
Day-to-day responsibilities will include working closely with authorised representatives to manage and mitigate advice risk. The role will require qualifications to deal with complex casefiles such as Defined Benefits.
Pension Transfer Specialist Role and Higher Risk Advice Sign Off
ACADEMIC OR PROFESSIONAL QUALIFICATIONS NEEDEd
FOR FURTHER INFORMATION PLEASE APPLY ONLINE TODAY OR CONTACT KEELY WYTHE ON 01293 523400 OR EMAIL KWYTHE@MORGANMCKINLEY.COM
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.