Advice quality assurance technician Work, Jobs in Rowley Regis, Wmd (with Salaries)

Advice Quality Assurance Technician
AFH Financial Group —Bromsgrove
- Full-time
- Customer service
- Microsoft Office
- Employee discount
PPE Certification Officer
Feridax —Halesowen
- Customer service
- Microsoft Office
- Bachelor's degree
- Free parking
- Employee discount
Assistant Manager
WesterleighGroup —Rubery
- From £32,176 a year
- Weekend availability
- Management
- Customer service
- Travel
- Free parking
- Employee discount
7d
Service technician
IN‘n’OUT Autocentres —Wednesbury
- £34,000 a year
- Full-time
- Customer service
- Communication skills
- Free parking
- Employee assistance programme
Mobile Vehicle Technician - West Midlands
RAC —Walsall
- £40,170 - £44,385 a year
- Overtime
- Automotive diagnostics
- Flexible schedule
Mobile Vehicle Technician - Yorkshire & The Humber
RAC —Walsall
- £40,170 - £44,385 a year
- Overtime
- Automotive diagnostics
- Flexible schedule
Mobile Vehicle Technician - Bournville
RAC —Birmingham
- £40,170 - £52,000 a year
- Overtime
- In-person
- Automotive diagnostics
- Flexible schedule
Test Systems Commissioning Technician
Moog Inc. —Wolverhampton
- Full-time
- Hybrid work
- Schematics
- Engineering
- In-person
- Free parking
- Annual leave
Product Engineer
Moog Inc. —Wolverhampton
- Full-time
- Hybrid work
- Computer literacy
- Engineering
- Maintenance
- Annual leave
Service technician
IN n OUT Autocentres —Wednesbury
- £34,000 a year
- Full-time
- Customer service
- Automotive diagnostics
- Communication skills
- Free parking
- Annual leave
Quick apply
Manufacturing Engineering Team Lead
Moog Inc. —Wolverhampton
- Full-time
- In-person
- Leadership
- Free parking
- Annual leave
14d

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advice quality assurance technician jobs near rowley regis, wmd

Advice Quality Assurance Technician

AFH Financial Group -
Bromsgrove

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Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Financial planning
Report writing
Customer service
Microsoft Office

Full job description

Advice Quality Assurance Technician

An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to conduct advice quality audits both on a pre-submission and post-submission basis, in line with the firm’s T&C Scheme.

As our Advice Quality Assurance Technician, you will typically:

Deliver informative and constructive feedback to IFA’s following advice quality assessment
Deal with day-to-day advice and regulatory queries from other departments, undertaking research, where necessary, in order to provide informed responses
Prove new business concessions, where necessary ensuring accurate and timely recording
Assist with past-business auditing in relation to FCA Thematic Reviews, as directed by Risk and T&C
Support Risk and T&C in the periodic assessment of an adviser’s eligibility for CAS
Understand of the Firm’s Advice Guidance in order to maintain and develop knowledge of the firm’s approach to providing suitable advice
Maintain a good level of knowledge and technical understanding of all financial planning concepts and regulatory focuses through the completion and recording of annual CPD
Adhere to all requirements of the applicable T&C Scheme, demonstrating the ability to support Customer Care functions where necessary

What we are looking for in our ideal Advice Quality Assurance Technician:

Diploma in Financial Planning as a minimum qualification requirement
Willingness to take further qualifications, as relevant to your role
Demonstration of knowledge and experience in personal financial planning
Experience in an IFA environment
Good communications skills, with the ability to provide constructive feedback
A high standard of written and numerical skills
An ability to demonstrate strong report-writing skills
A high level of accuracy and attention to detail
Aptitude in Microsoft Office. Knowledge of Xplan preferred by not essential
Ability to work with minimal supervision, understanding the importance of meeting deadlines

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.

Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.

Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

advice quality assurance technician jobs in rowley regis, wmd

Advice Quality Assurance Technician

PPE Certification Officer

Assistant Manager

Service technician

Mobile Vehicle Technician - West Midlands

Mobile Vehicle Technician - Yorkshire & The Humber

Mobile Vehicle Technician - Bournville

Test Systems Commissioning Technician

Product Engineer

Service technician

Manufacturing Engineering Team Lead

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