Head of Adviser Services

Head of Adviser Services

08/10/2024

Work as a proactive partner with allocated adviser firms to provide expert advice, analysis and innovative solutions to enable firms to start, run, grow and exit their businesses successfully, having a direct and measurable impact on the firm's revenue.

Proactively engage with financial advice and mortgage firms about the sale process, and provide advice how to maximise the value of their firm and minimise the risks associated with a business sale.

Responsibilities

Mergers and Acquisitions

  • Support firms with mergers and acquisitions from identification through to completion.
  • Complete a business fact find to understand the needs of a selling firm and their preferences for a business sale.
  • Use data to provide valuations of the business and be able to articulate the likely range of sale price that could be achieved and the options for sale.
  • Create a seller’s pack on behalf of the firm to pitch the business to potential acquirers.
  • Develop relationships with consolidator firms and other firms seeking potential acquisitions.
  • Cross sell appropriate regulatory and compliance solutions to support the due diligence process.
  • Create due diligence pack detailing the quality assurance findings of the selling firm.
  • Develop relationships with strategic partners such as legal firms that specialise in M&A.

Adviser services

  • Identify and develop opportunities for the organisation to diversify its adviser services beyond regulatory services.
  • Opportunities to include: technological, growth/go to market, efficiency/productivity, and exit.
  • Work with advisers to build insight, understand needs, and opportunities to develop solutions.
  • Develop processes and templates that can be used by consultants with firms on, for example, business planning for revenue generation.
  • Develop solutions that measure and improve adviser productivity, including improving business process efficiency.
  • Build tech consulting services that assist adviser firms to select, integrate and reap the benefits of their technology.
  • Work with internal teams to create integrated propositions/solutions to meet the needs of specific firms to build pipeline.
  • Develop marketing and communication plans to support the strategies implemented.
  • Provide forecasts, expectations and assistance with implementing suggested plans and strategies.
  • Lead the interlock with internal teams to ensure; contracts with clients are robust, sales teams support programme delivery in partnership, the development of innovative and profitable commercial constructs.
  • Conduct complex analysis, working with internal stakeholders, in order to find new market opportunities and trends in the industry.
  • Work with the propositions team/other business areas to oversee and examine new strategy progress and development.
  • Ensure that client relationships and commercial engagements are managed effectively to ensure successful delivery and long-term relationship development.
  • Build, encourage and maintain long-term relationships with key stakeholders.
  • Create and present detailed reports for Executive and Board.
  • To undertake ad hoc projects and duties as and when required, to support the needs of the business or to achieve departmental objectives.

Critical skills required

  • Strong client consulting skills
  • Extensive experience in M&A, tech, process improvement or other relevant specialist area
  • Strong stakeholder management skills in understanding strategic direction and being able toconvert into cohesive change management strategy and plans
  • Ability to develop client opportunities and identify market growth opportunities
  • Ability to support the Adviser business development cycle
  • Ability to establish credibility quickly and deliver high quality deliverables.
  • Numerate, with a solid grasp of financial performance analysis in the Financial Industry
  • Strong communications skills and evident working with people and teams from different cultural and ethnic backgrounds
  • Ability to leverage technology to continually learn, improve service delivery and maintain our best practices
  • Strong presentation skills and proficiency in the use of PowerPoint, Word and Excel
  • Ability to direct high-performing teams across the organization through strong leadership, coaching and mentoring skills.
  • Excellent communication and inter personal skills
  • Good negotiating skills
  • Ability to assimilate information and make decisions

Critical knowledge required

  • Strong business acumen within the financial sector
  • Good technical knowledge of financial services products and markets.


Critical behaviours required

  • Demonstrated key subject matter expert with the ability to develop thought leadership and deliver solutions for clients.

Competency

Level

Communication

C

Technical

C

Managing & leading yourself & others

C

Developing yourself & others

C

Service excellence

C

Commercially focused

C

Embracing Change

C

Teamwork

C

Personal profile

Qualifications required 

Essential
• None

Desirable
• Relevant Financial services qualifications such as diploma in financial planning.

Experience required

Essential
• Experience in a business consulting role.
• Proven capabilities in delivering business transformation projects and programs.

Our Expectations

Our Approach to Risk Management
• You will require an awareness of operational and regulatory risk, which may impact on SBG.
You will be responsible for reporting to their line manager any risk which may impact on the
business.
Three Lines of Defence Risk Management Model

• You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.
The Consumer Duty Principle

• You will be required to ensure that the Consumer Duty principle is embedded into the team’s culture, departmental procedures and practices and that management controls and MI are in place to monitor performance against the Consumer Duty principle, where these are required by the business.
Information Security

• You are required to promote information security in your department, encouraging best practice by ensuring your staff comply with the information security principles, policies and procedures. You will need to monitor workplace practice in line with these policies and
procedures and deal firmly with any instances of non-compliance.
SBG’s 6 Star Service Delivery

• You will need to achieve 6-star service delivery through embedding the 6-star service objectives into to the team culture. You will be required to encourage and exhibit the behaviours that fit within the SBG service charters, leading the team to ensure a clear vision of what 6-star service means for the team, ensuring that service is at the forefront of decision-making processes.
As an SBG People Manager you will be accountable to:

• Set clear personal objectives that are SMART and challenging, review objectives and provide feedback regularly in one to ones and formally through the Performance Evaluation Process (appraisal), within the set timescales.
• Manage performance across the team to ensure the achievement of service delivery outcomes.
• Manage any sensitive issues in line with SBG Policies and procedures, including attendance and performance issues.
• Coach and develop your team to ensure they perform at a high level, strive for excellence and maintain appropriate knowledge of the Group’s propositions in line with the SBG values and competency framework.
• Address any training and development needs, ensuring direct reports have a personal development plan.
• Motivate and reward the team to encourage behaviours within the department, which supports the values of SBG.
• Be committed to group corporate citizenship in line with SBG’s CSR policy. Promote and advocate social interaction and encourage support within own department for nominated charities and corporate activities within the community.

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