Advice Process & Enablement Lead in Leeds

Advice Process & Enablement Lead in Leeds

Leeds Full-Time On-site
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Progeny is seeking an Advice Manager to translate advice standards into day-to-day practice across the adviser population in the UK. You will maintain the advice process, templates, and technical guidance, ensuring advisers experience the standard in their tools and guidance.

You will track delivery of the ongoing advice service, produce MI on service, productivity, and capacity for reporting to senior leadership and the Board, and support adviser onboarding and capacity planning.

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Advice Process & Enablement Lead in Leeds employer: Progeny

Progeny is an exceptional employer that fosters a high-performing, development-focused culture, particularly for the Wealth Operations Manager role. With flexible working options across our South offices, we prioritise employee growth through coaching and feedback, while ensuring a supportive environment that champions innovation and operational excellence. Our commitment to continuous improvement and strong team collaboration makes Progeny a rewarding place to build a meaningful career.

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Contact Details:

Progeny Recruitment Team