Remote Advice Quality Manager

Clayton Davies; Remote; GBP 45,000; Full time

Job summary

A leading wealth management firm is seeking an experienced Advice Quality Manager to ensure high standards of advice and support adviser development. This home-based role involves reviewing client files, providing constructive feedback, and designing training sessions. Candidates should hold a Level 4 Diploma in Financial Planning and have experience in supervising advisers within a regulated environment. This position offers a competitive salary of c.£45,000 plus benefits.

Benefits

Benefits in addition to salary

Qualifications

• Minimum Level 4 Diploma in Financial Planning or equivalent.
• Experience supervising, reviewing, or developing advisers in a regulated environment.
• Experience conducting file reviews and providing balanced feedback.

Responsibilities

• Review advice and client files to assess quality and suitability.
• Provide feedback and coaching to support adviser development.
• Identify development needs across the adviser population.
• Design and deliver training sessions with advisers.
• Support adviser onboarding and competence assessment.
• Act as a contact for technical and regulatory queries.
• Contribute to supervision and development processes improvement.
• Produce insight for decision-making.
• Collaborate with compliance and learning teams on initiatives.

Skills

Supervising advisers

Providing constructive feedback

Training and development

Risk assessment

Education

Minimum Level 4 Diploma in Financial Planning

Job description

A leading wealth management firm is seeking an experienced Advice Quality Manager to ensure high standards of advice and support adviser development. This home-based role involves reviewing client files, providing constructive feedback, and designing training sessions. Candidates should hold a Level 4 Diploma in Financial Planning and have experience in supervising advisers within a regulated environment. This position offers a competitive salary of c.£45,000 plus benefits.