Head of Advice & Strategy

IDEX Consulting; Dundee; Hybrid; GBP 110,000; Full time

Job summary

A leading financial planning firm is seeking a Head of Advice to lead quality and compliance in financial guidance. You will ensure clients receive exceptional service while developing a high-performing advisory team. The firm is undergoing significant growth and values strong leadership and regulatory oversight. This role offers equity opportunities, a competitive bonus scheme, and a flexible working environment.

Benefits

Equity opportunities

Highly attractive bonus scheme

Flexible hybrid working arrangements

Sick leave pay

Private medical insurance

Enhanced family leave pay

Birthdays off

Wellness programmes

Qualifications

• Strong leadership skills with a proven track record in managing advisory teams.
• In-depth knowledge of financial advice regulations and FCA requirements.
• Experience in setting and monitoring performance KPIs.

Responsibilities

• Own and embed the firm's advice framework across all advisers.
• Ensure compliance with FCA requirements and internal governance standards.
• Lead, mentor, and develop a high-performing advisory team.

Skills

Leadership

Adviser Development

Regulatory Compliance

Performance Management

Stakeholder Engagement

Job description

A leading financial planning firm is seeking a Head of Advice to lead quality and compliance in financial guidance. You will ensure clients receive exceptional service while developing a high-performing advisory team. The firm is undergoing significant growth and values strong leadership and regulatory oversight. This role offers equity opportunities, a competitive bonus scheme, and a flexible working environment.