Senior Policy Advisor

PIMFA - Personal Investment Management & Financial Advice Association; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services association in Greater London is seeking a Senior Policy Adviser to lead operational policy initiatives in the wealth management and financial advice sector. This role involves engaging with members and stakeholders to develop practical solutions and shape collective industry positions. The ideal candidate has a strong background in financial services and excellent communication skills, enabling them to represent the organization effectively at various forums.

Qualifications

• Previous professional experience in financial services, legal, or policy roles.
• Ability to translate complex policy into practical insight.
• Strong understanding of financial services operations preferred.

Responsibilities

• Lead policy work on operational issues in the wealth management sector.
• Engage with stakeholders to analyze challenges and shape solutions.
• Represent the organization at meetings and industry events.

Skills

Policy analysis

Stakeholder engagement

Communication skills

Job description

The Personal Investment Management and Financial Advice Association (PIMFA) is the leading trade association for firms providing personal investment management and financial advice across the UK. Its members support individuals, families, charities, pension funds, trusts and companies, and play a vital role in people’s financial wellbeing and the UK’s economic growth. PIMFA works at the centre of policy, regulatory and political debate, engaging closely with government and other key industry stakeholders.

PIMFA is seeking a Senior Policy Adviser to lead work on operational policy matters within the UK wealth management and financial advice sector. Working within the Policy and Regulatory team, the Senior Policy Adviser will focus on areas such as operational resilience, operations tax, and the impact of AI and digitalisation on firms and clients. The role involves bringing members together to develop practical solutions, shape collective positions and support the sector through ongoing operational and structural change.

Responsibilities

• Lead policy work on operational issues impacting the wealth management and financial advice sector
• Engage with members and stakeholders to analyse challenges, develop positions and shape solutions
• Convene and support committees, working groups and workshops, producing high-quality agendas and outputs
• Build and maintain strong relationships with regulators, government departments and industry partners
• Represent PIMFA at meetings, events, conferences and industry forums

Key skills and experience

• Previous professional experience in financial services, consulting, legal, regulatory or policy roles
• Ability to translate complex policy and operational change into practical insight for firms
• Familiarity with wealth management or financial advice, or related operational issues
• Strong understanding of financial services operations or market infrastructure is preferable
• Strong written and verbal communication skills, with confidence facilitating discussions and presenting to senior stakeholders