HL Partnership further strengthens Compliance Team

11 April 2022

Award winning mortgage & protection network HL Partnership, is delighted to announce the appointment of Joanne Osborne to the role of Head of Operational Compliance, reporting to Compliance Director, Kay Leslie. This new role further strengthens the network’s compliance function following recent additions to the face to face field supervision team.

This new role focusses on working with advisers to enhance the quality of customer files and helping them meet the ever evolving financial promotions guidance as digital marketing plans and campaigns grow in number.

Joanne has thirty years of financial services distribution experience, supervising ARs, providing support to new advisers and offering learning and development assistance.

Joanne said, “I am excited to be working in a network that has great customer outcomes at the heart of its business. With my experience, I hope to bring knowledge and guidance to the team, which in turn will help HLP advisers meet the growing needs of the customer, especially at a time when Consumer Duty will place a greater emphasis on the role of advice.”

Kay Leslie commented, “it is great to see that HLP can attract people of the calibre of Joanne to join its management team and bring with them the expertise that influences great customer outcomes. I look forward to working closely with her to help shape our compliance support for members now and in the future.”