Advice Quality & Competency Manager

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Advice Quality & Competency Manager

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 performance
• Conducting competency assessments, observations, performance reviews
• Supporting Pre-CAS advisers and developing adviser talent
• Delivering technical training and development sessions
• Analysing 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

What We’re Looking For

• 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

Key Experience

• 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 analyse performance data and improvement opportunities

What You’ll Get In Return

• Working for an exciting, fast growing and acquisitional business
• A role with real influence and impact
• Opportunity to work with experienced advisers and leadership teams
• The chance to shape adviser performance and advice quality at scale

Benefits Of Joining The Business

• 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

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. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates. Location: Midlands and South UK - Home Working with Travel | Salary: £55000 - £70000 per year | Job type: Permanent | Posted: 16/03/2026

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