Head of Advice and Guidance (HUB Group, Digital Wealth)
Date Posted: 25/04/2024
Location: Belfast
Job Type: Full time
Apply NowHead of Advice and Guidance (HUB Group, Digital Wealth)
Belfast City- Hybrid (minimum 50% office)
We have an exciting opportunity for someone with proven experience in advice and guidance in the financial services industry, to join our business in a period of growth as a new Head of Advice and Guidance for HUB Group, Digital Wealth
Reporting into the Managing Director of Retirement Solutions, you will manage front-line customer facing teams that deliver advice and guidance through phone, chat, and video, as well as working closely with the senior management, customer development, advisors, and technology teams to ensure that our offerings are aligned with our business objectives, regulatory requirements, and customer needs
Key Responsibilities:
Define and execute the digital advice and guidance strategy and roadmap, ensuring alignment with the overall business vision and goals.
Manage and oversee the end-to-end delivery of digital advice and guidance solutions, from ideation to implementation, testing, and launch.
Support a cross-functional team led by the Head of Customer Development, product managers, developers, service and journey designers, fostering a culture of collaboration, innovation, and customer-centricity.
Establish and maintain effective relationships with key stakeholders, both internal and external, including senior management, regulators, partners, and vendors.
Monitor and evaluate the operational performance and impact of digital advice and guidance solutions, using data and feedback to identify opportunities for improvement and enhancement.
Ensure compliance with all relevant policies, standards, and regulations, including data protection, privacy, and security.
Skills and Experience:
Significant and proven experience in the financial services industry, with a strong background in advice and guidance, preferably in defined benefits and wealth planning.
Proven experience in leading and managing a team, with a proven track record of delivering successful solutions that meet customer needs and business objectives.
Good knowledge of the relevant regulatory frameworks, standards, and codes of conduct for the advice sector.
Knowledge of the latest trends and technologies in the digital advice and guidance space, as well as the regulatory and compliance landscape
Strong leadership, communication, and stakeholder management skills, with the ability to influence and collaborate across all levels of the organisation.
Highly analytical, strategic, and creative, with the ability to translate complex problems and requirements into simple and elegant solutions.
Passionate about delivering exceptional customer experiences and driving innovation and change.
Technically competent, CII Diploma in Regulated Financial Planning or its equivalent.
Qualified to QCF Level 4 and a Statement of Professional Standing (SPS) from an Approved Accredited Body
Qualified as Pension Transfer Specialist
Experience in managing projects (desirable)
Company Benefits
A Competitive Salary, Pension Scheme and Life Assurance
Along with 28 Days Annual Leave plus an Additional Day on us for your Birthday
Private Medical Cover and Income Protection, just in case
A generous and highly achievable bonus scheme – paid annually based on individual and company performance against targets
Opportunity to progress within your career both in-role and within the company
FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
A variety of Employee Funded Benefits available to you via our Online Benefits Portal
Plus, several additional purchase options available for you and your loved one