Our client is an established Wealth Management firm who are looking for a Senior Business Assessor to join the team.

They are looking for a detail-oriented and analytical professional to assess the suitability and quality of advice provided by the financial advisers. This role will cover a broad range of product areas, including investments, pensions, protection, mortgages and general insurance.

Key Responsibilities:

• Assessing new business submissions in accordance with the business standards
• Providing appropriate feedback to individual advisers
• Demonstrating and applying understanding of internal Business Standards
• Proactively identifying trends and feeding continuous improvement
• Identifying and building relationships with key contacts (both internally and externally) and providing advice and guidance as required
• Lead calibration within the team to ensure that areas of development are addressed
• Training and sign off of new staff across the relevant core product areas through coaching and feedback
• Support the delivery and development of team performance and workstream trendreporting

Key Requirements:

• Level 4 Diploma in Regulated Financial Planning
• You will have good attention to detail and problem-solving skills
• Good financial planning and technical knowledge
• Strong communication skills with the ability to build lasting relationships 
• You will have the ability to work on multiple tasks and projects
• You will have the ability to remain calm under pressure 

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.