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Huntswood.com

Senior Technical Advisor – Wealth and Investment

Are you ready to take your career to the next level? Huntswood has an exciting opportunity for a Senior Technical Advisor in Wealth & Investment to join our dynamic Advisory Team in Reading. This hybrid role offers the perfect blend of office and remote work, with some UK travel.

Why This Role?

As our Senior Technical Advisor, you’ll be the go-to expert in Wealth and Asset Management, Investments, and Pensions. You’ll also have the chance to dive into broader compliance projects like Consumer Duty, Complaints Reviews, and Remediation. You will bring your A-game each day by staying focused, embracing challenges, and giving your best effort in everything you do. Consistency, hard work, and a passion for success will drive you to excel and achieve your goals.

What You’ll Do:

Identify Opportunities: Spot gaps in regulatory obligations and areas for improvement

Transform Capabilities: Drive both incremental improvements and transformative changes

Implement Change: Embed regulatory changes seamlessly

Provide Assurance: Ensure we’re always on the right track

Fix Issues: Help resolve problems when they arise

Conduct Risk and Compliance: Focus on conduct risk and compliance for wealth sector clients to maintain the highest standards of regulatory adherence

What We’re Looking For:

Expert Knowledge: Deep understanding of Financial Services regulation and Conduct Risk

Experience: Worked in a Consulting role focusing on Conduct Risk and Compliance for Wealth Sector Clients

FCA Knowledge: Comprehensive knowledge of FCA rules and guidance, including COBS, SYSC, DISP, COCON, and CASS

Relationship Builder: Proven experience liaising at senior levels

Industry Insight: Broad knowledge of UK retail Financial Services, market trends, and competitor activity

Excellent Communicator: Ability to convey complex information to non-technical stakeholders

Proactive Attitude: A can-do approach and willingness to support the wider business

What You’ll Get:

Competitive Salary: Attractive basic salary

Generous Bonuses: Rewarding bonus scheme

Flexible Benefits: Tailor your benefits to suit your needs

Future Security: Company pension scheme

Wellbeing Resources: Support for you and your family

Hybrid Working: Flexibility to work from home and the office, with some UK travel

About Huntswood:

Huntswood delivers first-rate resourcing, outsourcing, and advisory services. From complaints to customer service, remediation to resilience, we bring together the people, processes, and knowledge businesses need to succeed.

Our mission in Advisory is to provide trustworthy, value-for-money services that drive better outcomes for our clients and their customers. We leverage our regulatory expertise, insights, and practical advice to create opportunities and drive excellence.

In February 2024, Huntswood became part of the ResultsCX organisation. ResultsCX is a leading provider of transformational CXM (Customer Experience Management) services to global brands, including Fortune 100 and 500 firms. By partnering with Huntswood, ResultsCX expands its service capabilities in the BFSI (Banking, Financial Services, and Insurance) sector, and strengthens connections with leading energy and water companies in Utilities.

Our Values:

Built on the ambition to make a positive difference, Huntswood has been striving for excellence for over 25 years. We place the right people in the right roles at the right time, ensuring outstanding delivery and trusted partnerships.

Interested in this exciting opportunity? Apply now!

“It’s not just about what we do, but the way we do it. And it’s our values that make us special.”

Stay Safe: Huntswood will only ask for contact details via email when first contacting you. Ensure you have the right to work in the UK when applying.

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Privacy Policy
Cookies
Terms and Conditions
Modern Slavery Statement
Carbon Reduction Plan
Promotion of Access to Information Act (PAIA)