Quality Assurance Advisor
3 weeks ago
The clientA well-established boutique Wealth Management firm.The RoleThis is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality level of advice in line with internal policies and FCA requirements.The Quality Assurance Advisor will work alongside a small team and engage with key stakeholders in the business and compliance in supporting the development of the Wealth Management firms advice quality.The Quality Assurance Advisor is to carry out suitability assessments on a range of products such as Pensions, Investments and High Risk products.The Quality Assurance Advisor will review and grade the quality on all product areas providing clear feedback in a timely manner.The Quality Assurance Advisor is expected to support Financial Planners whilst improving on their level of advice and building on moral within the firm.The Quality Assurance Advisor will communicate and escalate when necessary to Planners and raise training needs where appropriate to the T&C Team.The Quality Assurance Advisor will avert foreseeable harm to clients in line with the requirements of Consumer Duty, whilst working alongside the Advice Quality team to ensure a consistent level of advice quality.The Quality Assurance Advisor will ensure any reporting requirements are completed in a timely manner, as well as bringing ideas to the table to improve work projects and processes.The CandidateLevel 4 compliant (Financial Planning Diploma or IAD) in Financial ServicesMust have experience performing a similar quality/file reviewing, Quality Assurance, Suitability or T&C role.CII Award in Regulated Pension Transfer Advice or working towards is preferred
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Quality Assurance Advisor
1 month ago
Bristol, United Kingdom JJ Search Full timeThe clientA well-established boutique Wealth Management firm.The RoleThis is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality level of...
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Quality Assurance Advisor
1 week ago
Bristol, United Kingdom JJ Search Full timeThe clientA well-established boutique Wealth Management firm.The RoleThis is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality level of...
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Quality Assurance Advisor
3 weeks ago
Bristol, United Kingdom JJ Search Full timeThe client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high...
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Project Quality Assurance Advisor
2 weeks ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeThe client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing...
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Quality Assurance Advisor
1 month ago
Bristol, United Kingdom JJ Search Full timeThe client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality...
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Project Quality Assurance Advisor
2 weeks ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeThe client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing...
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Quality Assurance Advisor
1 week ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeThe Client Interested in this role You can find all the relevant information in the description below. A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will...
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Quality Assurance Advisor
2 weeks ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeThe Client Interested in this role You can find all the relevant information in the description below. A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will...
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Quality Assurance Advisor
3 weeks ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeThe ClientA well-established boutique Wealth Management firm.The RoleThis is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristoloffice. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality level of...
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Quality Assurance Advisor
4 weeks ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeJob Description The Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is...
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Quality Assurance Advisor
1 month ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeThe Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality...
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Quality Assurance Advisor
2 weeks ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeThe Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality...
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Quality Assurance Advisor
2 weeks ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeThe Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality...
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Quality Assurance Advisor
1 month ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeJob DescriptionThe Client A well-established boutique Wealth Management firm.The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high...
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Quality Assurance Advisor
1 month ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeThe Client A well-established boutique Wealth Management firm.The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality level...
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Quality Assurance Advisor
3 weeks ago
bristol, United Kingdom JJ SEARCH LIMITED Full timeThe Client A well-established boutique Wealth Management firm.The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality level...
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Quality and Systems Advisor
2 weeks ago
Bristol, United Kingdom Tarmac Full time**Job Introduction**: At Tarmac, ‘who you are’ matters. We want to get to know you. If you share our values and are proud of a job well done, collaborative in working well with others and ambitious to make things better, then have a read of what we have on offer. Working closely with both the Quality and Assurance Manager and other Quality & Systems...
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Quality Assurance Advisor
1 month ago
Bristol, United Kingdom JJ SEARCH LIMITED Full timeThe Client Ensure you read the information regarding this opportunity thoroughly before making an application.A well-established boutique Wealth Management firm.The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristoloffice. The Training & Competence Advisor will...
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Quality Assurance Advisor
2 weeks ago
Bristol, England, United Kingdom JJ SEARCH LIMITED Full timeThe ClientInterested in this role You can find all the relevant information in the description below.A well-established boutique Wealth Management firm.The RoleThis is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristoloffice. The Training & Competence Advisor will undertake...
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Grants Assurance Advisor
4 days ago
Bristol, United Kingdom Spinwell Full timeRole: Grants Assurance Advisor REF 69165 Contract Length: 2 months - Extension possible Location: Hybrid/Sheffield, Bristol or Coventry - 2-3 days per week in the office. IR35: Inside Pay Rate to Intermediary: Market Rate Security Clearance: BPSS Spinwell is recruiting for a Grants Assurance Advisor for an excellent opportunity within the public...