Adviser Quality & Risk Coach – Pre-CAS Development

Schroders Personal Wealth; Leeds; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Generous Holiday Entitlement

Health & Wellbeing

Company Pension Contribution

Cash Allowance

Bonus Opportunity

Financial Advice

Job summary

A financial advisory firm in Leeds seeks an Adviser Advice Quality Manager responsible for supervising new advisers and ensuring advice quality. You will collaborate with Regional Managers to foster adviser competence and promote a high-performance culture. A strong background in financial advising and supervisory skills required. The role offers competitive benefits including generous holiday entitlement and private medical insurance.

Qualifications

• Proven track record in risk performance and advice quality.
• Deliver effective feedback both remotely and in person.
• Adapt communication style to manage challenging conversations.

Responsibilities

• Provide first-line supervision to new advisers.
• Collaborate with Regional Managers to support adviser competence.
• Monitor high-risk activities and escalate concerns.

Skills

Recent experience in a financial adviser role

Ability to supervise and coach advisers

Strong stakeholder engagement skills

Problem Solving

Strong Communication Skills

External Financial & Regulatory Awareness

Education

Qualified to at least QCF Level 4

Support toward Level 6 Chartered status

Job description

A financial advisory firm in Leeds seeks an Adviser Advice Quality Manager responsible for supervising new advisers and ensuring advice quality. You will collaborate with Regional Managers to foster adviser competence and promote a high-performance culture. A strong background in financial advising and supervisory skills required. The role offers competitive benefits including generous holiday entitlement and private medical insurance.