Assistant Advice Outcome Testing Manager

Schroders

Leeds, West Yorkshire, United Kingdom
Base: £41,205 - £45,325; bonus/equity: not specifi...
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Experience in regulated financial advice
Strong knowledge of regulatory requirements
Attention to detail
** Schroders is seeking an Assistant Advice Outcome Testing Manager in Leeds, responsible for ensuring the quality and compliance of financial advice provided by their Personal Wealth Advisers. The role involves monitoring, reviewing, and providing feedback to improve advisory processes while maintaining high regulatory standards and delivering positive client outcomes. **

Job Summary

  • Schroders Personal Wealth aims to improve the way financial advice is offered, making it more affordable and accessible.
  • The Outcome Testing team ensures high standards in advice delivery and compliance with regulations.
  • SPW supports flexible working arrangements to help achieve a work-life balance.

Matching Summary

Match Score: 75

** Schroders is seeking an Assistant Advice Outcome Testing Manager in Leeds, responsible for ensuring the quality and compliance of financial advice provided by their Personal Wealth Advisers. The role involves monitoring, reviewing, and providing feedback to improve advisory processes while maintaining high regulatory standards and delivering positive client outcomes. **

Salary

Base: £41,205 - £45,325; Bonus/Equity: Not specified; Benefits: Generous Holiday Entitlement, Health & Wellbeing, Company Pension Contribution

Skills & Requirements

Must-have

  • Experience in regulated financial advice
  • Strong knowledge of regulatory requirements
  • Attention to detail

Nice-to-have

  • Proactive and enthusiastic approach
  • Excellent team player
  • Strong communication skills

Key Requirements

  • Level 4 (Financial Planning) Qualification mandatory
  • Previous experience in advice outcome testing

Work Rights

Not specified

Tailored Resume

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