Advice Quality & Competency Manager

About the role

This is a fantastic opportunity to shape how financial advice is delivered across a growing national advice business.

Responsibilities

• Coaching advisers and paraplanners to improve performance
• Conducting competency assessments, observations, performance reviews
• Supporting Pre-CAS advisers and developing adviser talent
• Delivering technical training and development sessions
• Analyzing data to identify performance trends and improvement
• Supporting advisers with complex technical queries and advice challenges
• Sharing best practice across advice teams and regional hubs
• Contributing to projects supporting business growth and integration

Requirements

• Experienced from financial advice, wealth management, advisory support
• Strong technical knowledge, genuine interest in helping advisers develop
• Qualified to Chartered status or very close to

Qualifications

• Experience within a financial advice or wealth management environment
• Strong knowledge of financial advice processes and investment solutions
• Understanding of UK financial services regulation and advice standards
• Experience in training, coaching or competency oversight
• Strong communication and stakeholder engagement skills
• Ability to analyze performance data and improvement opportunities

Skills

• Financial advice
• Adviser development
• Competency oversight

Benefits

• Death in Service
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Program
• Medicash
• Pension
• 10% discretionary company annual bonus
• Progression
• Full support for further professional qualifications, CPD

Pay

A very generous salary is being offered, company bonus, car allowance & excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Schedule

Home Working with Travel | Salary: £55000 - £70000 per year | Job type: Permanent | Posted: 16/03/2026