This head of position sits within my clients Financial Advice and Asset Management division. You will have responsibility for the development of the financial advice service, client retention and satisfaction of existing clients migrated to FAS. You will also play a key role in delivering business growth.
What you'll be doing:
Develop on the existing value proposition and provide strategic direction for the growth of the financial advice service
Collaborate across functions (with e.g. Investment Team, Compliance, Marketing) to deliver a customer proposition that is in line with the Cultural Framework.
Provide expert advice to clients on investments, retirement and protection planning (Ensure team are adequately trained and educated to deliver same).
Lead innovation in technology led service delivery, engaging with stakeholders from Information Systems, Operations and Change Management.
Leadership and management of the team & practice area.
Develop new routes to market and communication strategy for FAS.
Manage the process for engaging customers via multiple distribution channels, while ensuring results are tracked accordingly.
Ensure appropriate governance, processes and controls are in place to deliver compliant financial results
What you'll need:
4+ years' experience in pension consulting, personal taxation, financial planning or wealth management.
CFA, CFP, CTA actuarial or similar professional qualification.
Deep technical knowledge of all aspects of financial/tax planning.
Strong knowledge of the regulatory environment.
Track record of success.
Strong business acumen.
Client facing experience.
Strong influence skills.
Excellent presentation skills.
Capable of managing a team.
Ability to project manage multiple workstreams and targets.
Strong excel skills, demonstrating an ability to work with large volumes of data is desirable.
This is an extremely exciting new position which will allow you to drive and grow a core function of the business. So if you are looking for your next move and a Head of Financial Advice is what you're looking for, hit the apply bottom or get in contact with Conor O'Keeffe on 01 8746770 or cokeeffe(at)paragonexecutive.com
Internal Number: 6069902
About Paragon Executive
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