The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.