Advice Manager

Standard Life plc; Greater London; Remote; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Private medical cover

38 days annual leave

Excellent pension

Life assurance 12x salary

Career breaks

Income protection

Volunteering days

Job summary

Standard Life plc is seeking a senior leader to drive the growth and development of a team of advisers delivering retirement and investment advice. You will apply your pension expertise and leadership to ensure high standards, training, and regulatory compliance across the advisory function.

In this role you will build strong internal and client relationships, manage a cross-divisional network, and uphold risk and competence frameworks to deliver great customer outcomes.

Qualifications

• Minimum CII Diploma Level 4 is essential.
• Experience advising clients with retirement needs.
• Lead, coach and develop a team of up to 12 advisers to meet KPIs and regulatory requirements.
• Maintain Training and Competence schemes and strong risk controls.

Responsibilities

• Lead development and growth of a team of Standard Life Advisers delivering retirement and investment advice.
• Provide professional financial advice on retirement solutions and investment propositions.
• Drive customer experience, advocacy and satisfaction within a robust risk and competence framework.
• Develop cross-divisional relationships to support business objectives and referrals.

Skills

Leadership

Coaching

Advisory experience

Education

CII Diploma Level 4

Job description

Job Description

Job Type: Permanent

Location: Remote with occasional travel to one of our offices.

Flexible working: All roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about flexible working here.

Closing Date: 9th November.

Salary and benefits: From £75k, plus indicative bonus range of 16% to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

Who are we?

We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.

Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.

The role

As a key member of the Standard Life Advice and Guidance Leadership Team, you would lead the successful development and growth of a team of Standard Life Advisers, delivering innovative, modern, high quality advice propositions for customers. Utilising your technical expertise and strong leadership skills you will inspire confidence in our colleague and customer’s future. You will lead a team to provide professional financial advice on retirement solutions and investment propositions.

Your role is to lead and develop a team to drive improved customer experience, advocacy and satisfaction underpinned by a robust risk, training and competence framework.

What are we looking for?

You will have a strong track record within the advice industry with experience of advising clients with ‘at retirement’ needs. You will have a high level of technical pension knowledge qualified with a minimum of CII Diploma Level 4. (essential, without this we will be unable to consider your application)

Lead, coach and develop a team of up to 12 Advisers, to enable delivery against key performance indicators, commercial, stakeholder and regulatory requirements.

Meet the requirements of the Training and Competence Scheme Framework; recruiting, training and developing and maintaining the competence of advisers, as well as supporting attainment of competent adviser status and good customer outcomes.

Develop and manage cross-divisional internal relationships, as well as external clients to create a strong network to support the achievement of business objectives and the referral of advice eligible customers.

Adhere to regulatory, legislative and business requirements using the Risk and People Management Framework to manage risk to investors and the company’s reputation.

We Want To Hire The Whole Version Of You.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Find out more about working at Standard Life

• Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us

Senior Managers Certification Regime (SMCR)

Role

This role is covered by the Senior Managers & Certification Regime (SM&CR) as a certified role. Therefore this role is subject to annual certification by Phoenix Group, as well as regulatory compliance standards. Anybody performing this role will be subject to:

PRA Individual Conduct Standards

FCA Senior Individual Conduct Rules

Further information on the Senior Managers & Certification Regime can be found on the FCA website.