Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Advice Quality Assessor

Davies Talent Solutions
Job LocationSale
EducationNot Mentioned
Salary£45,000 - £50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Are you L4 qualified and have a background in reviewing, grading, and giving feedback on advice provided by Financial Planners across a range of product typesDavies Talent Solutions are working with a Wealth Management firm who are looking for an Advice Quality Assessor to join their team on a permanent basis.What is on offer

  • £45,000 - £50,000 per annum
  • Hybrid Working (3-days per week in the Manchester office)
  • 26 days holiday plus bank holidays
  • Work anywhere for up to 4-weeks
What will you be doing as a Advice Quality Assessor
  • Providing quality assurance over the advice provided by the firms Financial Planners
  • Conducting suitability assessments across a range of different product types (e.g. Pensions, Investments, High Risk products)
  • Reviewing and grading the quality of client files and providing concise feedback in a timely manner
  • Supporting Financial Planners to improve the quality of advice and provide assurance to the firm
  • Communicating and/or escalating remedial work to Planners and raise training needs to the T&C Team
  • Preventing foreseeable harm to clients in line with the requirements of Consumer Duty.
What do we need from you
  • RQF Level 4 in Financial Services (bonus points if you are chartered)
  • Prior experience performing a similar quality/file reviewing role
  • Working within a Wealth Management firm with involvement in communicating regulatory change and internal processes or compliance monitoring
  • CII Award in Regulated Pension Transfer Advice or working towards is preferred.
Required skills
  • Asset Management
  • Investments
  • Pensions
  • Quality Assurance
  • Wealth Management
  • File Review

APPLY NOW

Advice Quality Assessor Related Jobs

© 2019 Naukrijobs All Rights Reserved