I am working with aleading, national Financial Planning practice, with a fantastic reputation due to their high quality and personal approach to financial advice.
The firm in question are looking to bring on a Head of Client Propositionto help propel the business to the next level and support the future development of proposition for the firm.
Main duties;
- Create and manage the centralised advice policy
- Build and manage product and investment panel relationships
- Select and drive the use of planning tools and technology within the business
To be considered for this role, ideally you will hold:
- Experience within a similar role
- Strong technical knowledge of how platform, products and investments operate
- Ideally, you will be Chartered
If this sounds like the right role for you, please apply and we will be in touch to discuss in further detail!