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| Job Location | Handforth |
| Education | Not Mentioned |
| Salary | £38,000 - £42,000 per annum, inc benefits |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
Job opportunity! Business Monitoring Officer for a wealth management business. Salary up to 42k basicI am looking for a Business Monitoring Officer for wealth management company, with 16 offices across the country, almost 200 employees and over 18000 clients.I need someone who has worked within financial services, someone who has experience with pension transfers or retirement planning. If you were or are paraplanner, compliance officer, pension specialist or advisor within financial services then this job is probably for you.You must have a diploma in financial planning or equivalent.Location: working from home / 2 days per month in the officePosition: Business Planning OfficerSalary: basic up to £42k, depending on experienceSector: Financial Services – wealth managementMain purpose of the role is to undertake client file reviews in line with Group procedures covering all aspects of business written within the Group.• Construct a clear and professional report on each file identifying whether the Adviser has met the regulatory and internal compliance requirements.• Provide both written and verbal feedback to Advisers regarding the findings of the review.• Build rapport with the Advisers within the Group to ensure that good relationships are maintained across the Group.Do you fit described criteria If yes, then send me your up to date CV.IMPORTANT: CV needs to be sent as an attachment in a word document.