Job 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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