Progeny is seeking an Advice Manager to oversee day-to-day advice quality, support Training & Competency frameworks, and ensure adherence to Consumer Duty. You will guide advisers, oversee file reviews, and manage MI to track trends and improvements.
You will translate regulatory requirements into consistent practice, supervise development plans, and maintain audit-ready evidence across all advice quality activities within a UK financial planning context.
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Advice Quality & Training Manager 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.
