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Permanent

Advice Quality and Competency Manager

West Midlands
money-bag 55000.00-55000.00 Annual
3085445755
Posted 5 days ago

This is a fantastic opportunity to shape how financial advice is delivered across a growing national advice business.Our client is looking for a high-calibre financial services professional to help drive adviser performance, raise advice standards and support the development of advisers and paraplanners across their regional offices.If you have a strong background in financial advice, adviser development or competency oversight and enjoy helping professionals perform at their best, this role offers the chance to make a real impact!You won''t just be monitoring performance, you''ll be actively improving it. Working closely with advisers, managers and support teams, you''ll help build a culture of high standards, continuous improvement, and outstanding client outcomes.You''ll influence how advice is delivered, support adviser development and ensure best practice is shared across the business.What you''ll be doing:Coaching advisers and paraplanners to improve performanceConducting competency assessments, observations, performance reviewsSupporting pre-CAS advisers and developing adviser talentDelivering technical training and development sessionsAnalysing data to identify performance trends and improvementSupporting advisers with complex technical queries and advice challengesSharing best practice across advice teams and regional hubsContributing to projects supporting business growth and integrationWhat we''re looking for:Experienced from financial advice, wealth management, ..... full job details .....

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