Remote Financial Advice Outcomes Specialist

Remote Financial Advice Outcomes Specialist

Full-Time No working from home possible
mbf

mbf. is recruiting a Financial Advice Outcomes Specialist to join its Compliance & T&C team. The role is fully home-based with occasional travel to regional offices, supporting Financial Planners and ensuring high-quality outcomes across a national wealth management business.

You will review advice quality against FCA COBS and Consumer Duty, provide constructive feedback, help develop training and maintain robust monitoring and reporting frameworks to drive ongoing regulatory excellence.

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Remote Financial Advice Outcomes Specialist employer: mbf

Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.

mbf

Contact Details:

mbf Recruitment Team