Amber River Premier
Head of Advice
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Head of Advice
Amber River Premier, a Chartered Financial Planning firm based in Marlow, is seeking an exceptional Head of Advice to join our Senior Management Team. This is a unique opportunity for an experienced Chartered Financial Planner to combine operational leadership skills with hands-on client advisory work, implementing our future advice proposition while continuing to deliver outstanding outcomes for High-Net-Worth clients.
This is a true dual-role position, with approximately 50% of your time focused on leading and developing our Financial Planning team, and 50% dedicated to managing a select portfolio of HNW clients.
What you'll be doing
As Head of Advice, you will:
- Lead and develop a high-performing team of Chartered Financial Planners, creating a culture of excellence, accountability and continuous improvement. Levels of experience will range across the team from Paraplanners transitioning into Advisers and those with several years’ experience already within the industry. You will initially manage a team of 4-5 Advisers, with the team growing over time.
- Drive adviser capacity planning, recruitment, development, retention and succession planning.
- Ensure the delivery of high-quality independent financial advice that achieves outstanding client outcomes and meets all regulatory requirements.
- Own and optimise advice processes to improve consistency, efficiency and scalability across the business.
- Use management information and business insights to identify opportunities for growth, productivity improvement and enhanced quality.
- Conduct regular 1-2-1s and quarterly personal development meetings (PDPs) with the team of Chartered Financial Planners.
- Partner closely with Compliance, HR, Operations, Growth and Proposition Directors to support business performance and potential future acquisitions.
- Supervise and develop Financial Planners through Training & Competence frameworks, file reviews and professional coaching.
- Build and maintain your own portfolio of complex HNW client relationships, providing expert financial planning advice and ongoing servicing.
- Build relationships with existing, well established clients.
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What we're looking for
We're looking for a proven leader who combines deep technical expertise with commercial acumen and a passion for developing people.
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Essential experience and qualifications
- Chartered Financial Planner (CII) qualification.
- Minimum 5 years' experience as an Independent Financial Adviser.
- Strong understanding of wealth management, pensions, investments, protection and the wider UK financial services market. Preferably working with high-net-worth clients with complex financial planning requirements.
- Experience leading, coaching and mentoring advisers and building high-performing teams.
- Exceptional commercial awareness, decision-making and stakeholder management skills.
- Ability to analyse business performance data and turn insights into actionable plans.
Why join Amber River Premier?
This is an opportunity to play a pivotal leadership role in a growing, client-focused business. You'll have the platform to influence strategy, shape culture, develop talented advisers and help drive the next stage of growth, while continuing to do what you do best—deliver exceptional advice to clients.
If you're a commercially minded, Chartered Financial Planner who thrives on developing people, improving client outcomes and driving business performance, we'd love to hear from you.
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