Advice Manager

Job Description

Are you passionate about delivering high-quality financial advice and leading teams to success? We’re looking for an experienced Advice Manager to join our Financial Advice team, specialising in Inheritance Tax (IHT) and Tax Planning. This is a leadership role that blends technical expertise with people management, offering the opportunity to shape advice delivery and drive positive client outcomes.What you'll be doing:

Leading a team of financial advisers to deliver compliant, high-quality advice

Providing technical oversight on complex IHT and tax planning cases

Overseeing advice suitability and ensuring regulatory compliance

Optimising advice processes and client journeys for consistency and efficiency

Collaborating with compliance, operations, and product teams

Supporting adviser development through training and competence schemes

Embedding Consumer Duty principles across advice delivery

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