Found Description
Overview and Role
Join a leading national private wealth advice business with an enviable brand and part of a global financial services group to strengthen advice quality. Work closely with advisers to guide and build confidence in managing their advice delivery. Deliver national support via one-on-one digital coaching and group training, fostering a strong efficient compliance culture.
Key Responsibilities
- Coach advisers nationally on applying financial advice compliance in daily practice
- Translate complex regulations into clear, business-focused guidance
- Deliver digital/group training initiatives
- Spot capability gaps, themes, and improvement opportunities
- Partner across the business for consistent compliance practices
- Monitor issues and drive advice quality enhancements
About You
This role suits an experienced compliance. paraplanning or advice pr...
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