Progeny in the United Kingdom seeks an Advice Manager to oversee day-to-day advice quality and support Training & Competency frameworks. You will supervise, QA, and provide MI to ensure consistent standards across advisers, translating regulatory requirements into practical daily practice.
As a link between leadership and advisers, you will guide development, resolve process queries, and maintain robust documentation to show suitability, fair value and positive client outcomes aligned with
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West Yorkshire
The Advice Manager is responsible for the day-to-day oversight of advice quality and supports the delivery of Training & Competency frameworks.
Leeds
The Advice Manager is responsible for the day-to-day oversight of advice quality and supports the delivery of Training & Competency frameworks.
Our client is a leading wealth management firm who are looking for an Advice Quality Manager to help strengthen advice quality, capability, and risk…
United Kingdom
Our client is a leading wealth management firm who are looking for an Advice Quality Manager to help strengthen advice quality, capability, and risk…
London
Are you an experienced Training & Competence professional looking to take a hands-on role within a growing Private Wealth business?
Leeds
Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people.
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