Business Quality Officer

This remote based Business Quality Officer job is for a
multi-award winning national financial advice business, building a diverse
workforce

As a Business Quality Officer, you will be responsible for reviewing
the suitability and quality of advice through file checking cases pre sale. If
you identify any areas of concern or development, it would be part of your role
to provide appropriate and supportive feedback to the Financial Advisors and
Paraplanners.

As such, you will be regularly working with your fellow
departments such as Training & Compliance, Technical & Proposition and
Paraplanning. The business utilises remote working plus likes to attend
meetings in their Farnborough office. Therefore, it is important that you are
happy to attend the office from time to time, such as on a monthly basis.

The business has a specialist pension team, therefore if you
had experience / qualifications in DB pension transfers that would be beneficial
but not essential.

The position is similar to that of an IFA File Checker.

Business Quality Officer Requirements

• You
  should have experience as a File Checker for pension and investment advice
  cases
• Experience
  of DB pension transfers, inheritance tax and trusts would be beneficial
  but not essential
• You
  must be fully Diploma qualified
• Individuals
  with advanced AF exams would be desirable (such as AF3 / AF7)
• This
  role could suit Paraplanners who want to move into business quality /
  compliance

The Company

This multi-award winning, people focused business is a
well-respected Independent Financial Advice firm. Based in Farnborough, they
have a relaxed working environment. You will be joining their team of 5
Business Quality Officers

Business Quality Officers Benefits

• Salary
  £42,000 – £46,000 plus life assurance, income protection, critical
  illness, private medical cover, pension scheme 6% Employer and 3% Employee
  and 25 days holiday plus bank holidays
• Social
  committee organise regular events and 1-day annual allowance for Charity
  work
• Remote
  working with need to attend the office on occasional basis such as once a
  month

Location

Within 1.5 hours of Farnborough, Hampshire

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to
ensure the information contained in our adverts including any salary, benefits
or on target earnings are accurate, we give no representation or warranty in
respect of such information. No liability is accepted by Premier Jobs UK for
any loss or damage which may arise out of any person relying on or using any
information