Wealth Advice Compliance Specialist: QA

As a Specialist Wealth Advice Assessor, you will be responsible for the pre and post-sale advice checking of Wealth Business, including specialist Investment and Occupational Pension business for The Openwork Partnership. You will ensure that the advice and Suitability Report complies with current regulation and The Openwork Partnership’s COB Suitable...

**The opportunity**: As a Specialist Wealth Advice Assessor, you will be responsible for the pre and post-sale advice checking of Wealth Business, including specialist Investment and Occupational Pension business for The Openwork Partnership. You will ensure that the advice and Suitability Report complies with current regulation and The Openwork...

Join to apply for the Specialist Wealth Advice Assessor role at The Openwork Partnership 1 day ago Be among the first 25 applicants The Openwork Partnership provided pay range This range is provided by The Openwork Partnership. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct...

We have multiple opportunities to join our Operations Services team as a Specialist Wealth Advice Assessor. You will be responsible for the pre and post-sale advice checking of Wealth Business, including specialist Investment and Occupational Pension business for The Openwork Partnership. These roles are key for ensuring that the advice and Suitability...

We are seeking a detail driven professional to oversee pre and post-sale advice checking across our Wealth Business, including specialist Investment and Occupational Pension cases. In this role, you'll ensure all advice and Suitability Reports meet regulatory standards and align with The Openwork Partnership's COB Suitable Advice framework. You'll also play...

**The opportunity**: We have multiple opportunities to join our Operations Services team as a Specialist Wealth Advice Assessor. You will be responsible for the pre and post-sale advice checking of Wealth Business, including specialist Investment and Occupational Pension business for The Openwork Partnership. These roles are key for ensuring that the...

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