Job Description

A predominantly remote role with real flexibility. You can structure your working day around any family commitments etc.

We’re also flexible around number of days / hours you work per week. 3 or 4 days work for us, whatever works best for you.

You’ll be joining a wealth management firm that’s growing quickly but sustainably. This growth is already creating opportunities for further career progression.

What you’ll be doing

You’ll oversee the T&C of around 35-40 Financial Advisors, including Appointed Representatives, ensuring compliance with business practices and regulatory requirements.

You’ll identify key areas for development within the advice process and address any knowledge or skill gaps through tailored training.

You’ll also assist in the development of new and trainee advisors to ensure they achieve full CAS status within a reasonable time‑frame.

In addition, you’ll identify any changes required to administrative and busi...

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