Senior Financial Services Specialist

3 weeks ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time
About the Role
IDex Consulting is seeking a Senior Financial Services Specialist to join our Business Assurance Team. As a key member, you will contribute to shaping our processes and ensuring quality compliance in financial advice. This opportunity offers a chance to influence the development of a dynamic team from its early stages.

What's In It for You:
  • Career Growth: Develop your career in a supportive environment with opportunities for advancement.
  • Flexible Working: Enjoy a balance of office and remote working.
  • Professional Development: Receive ongoing training and support to enhance your skills.
  • Collaborative Environment: Work closely with various teams and senior stakeholders.
  • Impactful Work: Contribute to delivering excellent outcomes for clients.
  • Leadership Opportunities: Deputise for the Business & Quality Assurance Lead and take on additional responsibilities.
Key Responsibilities:
  • Communicate technical changes and conduct calibration activities.
  • Provide training and support for Business Assurance Specialists.
  • Plan and lead thematic reviews and support the Business Assurance Lead.
  • Update internal systems and manage business assurance data trends.
  • Liaise with key stakeholders to implement process changes.
  • Support compliance monitoring, audit activities, and remediation cases.

The ideal candidate should have experience in a Financial Services environment and a broad understanding of Financial Planning markets, including Advice, Product Providers, and Lenders. A strong analytical skillset, professional attitude, ability to cope under pressure, and proficiency in Excel, Word, PowerPoint, and management information systems are essential. The estimated salary range for this role is £50,000 - £70,000 per annum, depending on location and experience.



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