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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
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