Carter, who has been working with the firm since November on risk management and compliance, will oversee compliance, technology and operational support.
Carter’s appointment comes after the recruitment of a new marketing team, under marketing director Keith Gilmour.
Gilmour says: “We will deliver a deeper and more compelling proposition for our adviser partners by building on the strengths of our compliance, administration and marketing teams, while pushing ahead with industry-leading initiatives such as the Learning Academy.”
CEO Jim Reeve says: “Greg’s extensive knowledge of compliance and TCF issues – combined with the creation of the new marketing team – is more evidence we are determined to be proactive in continuing to develop our unrivalled offering for partners and their clients.”
Carter says: “This new role offers a fantastic opportunity for me to play a major role in the growth of one of the strongest and most innovative UK whole of market IFA companies.”