About the Role A well-established wealth and financial planning firm is expanding its Advice Complaints function and seeking an SME and a Lead Manager to help shape and develop this area. Key responsibilities include: Managing and resolving regulated complaints related to Financial Planning advice. Ensuring compliance with FCA regulations and engaging with key stakeholders such as the Financial Ombudsman Service and PI brokers. Overseeing investigations, maintaining governance standards, […]

As part of continued business expansion, we have recently been mandated on a Head of Wealth Product Strategy position at a leading global asset manager. This is an excellent opportunity for an experienced candidate to lead strategic initiatives and drive future growth in a business with strong Financial Planning and Investment Management capabilities.   Key […]