Business Assurance Adviser
2 months ago
My Client are a FTSE 100 Company , they are a recognised and established National Wealth Management business that puts long-term relationships and trusted face to face financial advice at the centre of everything they do.
Opportunity :
Business Assurance / File Checker role
Location:
Hybrid - Bristol or Cirencester hybrid working
The role is to compliance check a range of business submitted by the Partnership, providing feedback to the Field Management Team, Business Risk Team and Partners on changes required to cases.
To also provide technical support to the Partnership in relation to the correct documentation for all case types.What you'll be doing:
- Reviewing/Checking Files
- Advising Business Risk and Field Management of any issues raised from file checking to enable feedback to the Partner.
- Acting as a point of contact for enquiries from the Partnership, including providing technical support through the Helpline when required.
- Delivering projects as required, e.g. Partner investigations.
- Attending regular meetings where necessary to ensure a consistent approach on all areas of Support reviewing and discuss areas where improvements/changes can be made.
- Ensuring that acceptable and consistent level of service standards are maintained.
- Continue Professional Development by way of external exams, internal training, home study.
Who we're looking for:
- Relevant Business Assurance / file checking experience within Financial Services
- Achieved Level 4 Diploma or equivalent - or close to achieving.
- Has a methodical and organised approach to administrative procedures
- Has the ability to prioritise workload, to work under pressure both independently and as part of a team
- Demonstrates the ability to respond and adapt to changes in procedures as and when necessary
- Possess excellent organisational skills
- Non-Contributory Pension - 10% (increasing with length of service) with further pension matching
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
- Best in class terms and conditions including 6 months paid maternity and paternity leave.
- Private Medical and Dental Insurance
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy an additional up to 5 days
- Discretionary bonus scheme upto 20%
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