Head of Advice at Close

London, England, United Kingdom

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Financial ServicesIndustries

Requirements

8+ years in financial advice, wealth management, or regulated planning
Strong grasp of UK advice frameworks and FCA requirements
Experience leading or scaling advice teams
Belief in hybrid models — tech + human
Passion for making advice accessible to a new generation

Responsibilities

Lead Clove’s advice model: trusted, compliant, and scalable
Hire, onboard, and support our first advisors
Design milestone-based planning frameworks and ensure advice quality
Work with product and engineering to turn workflows into scalable tools
Be the voice of the advisor in shaping regulation, compliance, and platform evolution

Skills

Key technologies and capabilities for this role

Financial AdviceWealth ManagementFCA ComplianceUK Advice FrameworksTeam LeadershipScaling TeamsFinancial PlanningHybrid Tech-Human ModelsRegulatory ComplianceAdvice Quality Assurance

Questions & Answers

Common questions about this position

Is this role remote or onsite?

This is an onsite position.

What experience is required for the Head of Advice role?

Candidates need 8+ years in financial advice, wealth management, or regulated planning, a strong grasp of UK advice frameworks and FCA requirements, and experience leading or scaling advice teams.

What salary or compensation does this position offer?

This information is not specified in the job description.

What is the company culture like at Clove?

Clove offers a small, senior team environment where you'll have ownership, flexibility, and real impact, working directly with founders, product, and engineering to shape the company from the ground up.

What makes a strong candidate for this Head of Advice position?

A strong candidate has 8+ years in financial advice or related fields, experience leading advice teams, knowledge of UK FCA regulations, and a passion for hybrid tech-human models to make advice accessible.

Close

CRM platform for startups and SMBs

About Close

Close provides a customer relationship management (CRM) platform tailored for startups and small to medium-sized businesses (SMBs). The platform enhances communication and minimizes manual data entry, allowing sales representatives to work more efficiently. Close's features include a user-friendly interface and automation tools that aim to double the productivity of sales teams. Unlike many competitors, Close operates on a subscription-based model and is a bootstrapped, profitable company with a fully remote team of around 90 employees. The company prioritizes autonomy and asynchronous communication, enabling team members to work from anywhere. Close's goal is to create a desirable work environment while maintaining transparency and investing in team growth, all while focusing on productivity and quality without micromanagement.

Toronto, CanadaHeadquarters

2013Year Founded

$243.2KTotal Funding

SEEDCompany Stage

Enterprise SoftwareIndustries

51-200Employees

Benefits

PTO

Family leave

Medical, dental, & vision coverage

401k with 6% match

Company goal-based bonus

Coworking stipend

Paid 4-week sabbatical

Flexible working hours

Risks

Emerging competitors like Celestia could threaten Close's market position.

Innovative platforms like Loft may raise CRM expectations in related industries.

Diversification trends in adjacent markets may pressure Close to expand offerings.

Differentiation

Close offers a user-friendly interface focused on sales productivity and automation.

The company operates with a 100% remote team, emphasizing asynchronous communication.

Close is bootstrapped and profitable, maintaining autonomy and transparency in operations.

Upsides

Increased CRM adoption due to remote work trends benefits Close's market position.

AI-driven automation tools align with Close's focus on reducing manual data entry.

The CRM market's projected growth offers significant opportunities for Close.

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