Advice quality assurance Work, Jobs in Birmingham, Eng (with Salaries)

Advice Quality Assurance Technician
AFH Financial Group —Bromsgrove
- Full-time
- Customer service
- Microsoft Office
- Employee discount
Administration Officer
Civic Recruitment Limited —Solihull
- £17.75 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
6d
Project Officer (OPSI)
West Midlands Combined Authority —Birmingham
- £40,539 - £45,342 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
13d
Quality Assurance & Practice Improvement Lead
Walsall Council —Walsall
- £60,839 - £63,567 a year
- Full-time
- English
- Flexitime
- Employee assistance programme
6d
Careers Advisor
South and City College Birmingham —Bordesley Green
- £30,105 - £37,356 a year
- Full-time
- English
Quality Improvement Leader
The Manufacturing Technology Centre —Coventry
- £50,000 a year
- Full-time
- Continuous improvement
- Mentoring
- Teaching
Quick apply
5d
Health & Safety Assessor
Attenda —Birmingham
- £35,000 - £38,000 a year
- Full-time
- Bachelor's degree
- Travel
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
Health & Safety Administrator
McDermott Civil & Engineering Ltd —Birmingham
- Full-time
- Master's degree
- IT
- Construction experience
- Free parking
Quick apply
12d
Administrator
Anchor —Birmingham
- £28,000 a year
- No weekends
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
2d
Data Quality Systems Specialist
Sanctuary Group —Worcester
- £47,736 - £57,326 a year
- Full-time
- DevOps
- Agile
- Annual leave
- Employee discount
Quick apply
10d
CRM Manager
Steer —Birmingham
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Salesforce
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Progression Job Coach
Serco Plc —Birmingham
- £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Organisational skills
- Employee assistance programme
Personal Wellbeing Advisor
Ingeus UK —Birmingham
- £28,755.00 - £28,755.41 a year
- Full-time
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
Nat Compliance Administration Officer
Sanctuary Group —Worcester
- £25,848 - £27,209 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
Quick apply
13d
Associate Product Manager - Accounting, Taxation & Payments
Pinewood.AI —Solihull
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Compliance Officer
Department for Transport —Birmingham
- £30,485 a year
- Part-time
- Hybrid work
- Microsoft Office
- Presentation skills
- Travel
- Annual leave
- Employee assistance programme
2d
Director of Regulation, Quality & Risk
Cambridge University Press & Assessment —Coventry
- £90,200 - £124,100 a year
- Full-time
- Hybrid work
- English
- Leadership
- Communication skills
- Annual leave
6d
Risk Manager
West Midlands Combined Authority —Birmingham
- £53,120 - £59,417 a year
- Part-time
- Mentoring
- AI
- Business
- Annual leave
- Employee discount
10d
Retrofit Coordinator
Baily Garner —Birmingham
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Master's degree
- Bachelor's degree
- Communication skills
- Flexible schedule
Engage 2 Employ Coach - Birmingham - FTC until 31.03.2027
St Basils —Birmingham
- £27,016 - £28,821 a year
- Weekend availability
- Teaching

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Advice Quality Assurance Technician

AFH Financial Group -
Bromsgrove

Apply Now

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 jobs in birmingham, eng

Advice Quality Assurance Technician

Administration Officer

Project Officer (OPSI)

Quality Assurance & Practice Improvement Lead

Careers Advisor

Quality Improvement Leader

Health & Safety Assessor

Health & Safety Administrator

Administrator

Data Quality Systems Specialist

CRM Manager

Progression Job Coach

Personal Wellbeing Advisor

Nat Compliance Administration Officer

Associate Product Manager - Accounting, Taxation & Payments

Compliance Officer

Director of Regulation, Quality & Risk

Risk Manager

Retrofit Coordinator

Engage 2 Employ Coach - Birmingham - FTC until 31.03.2027

I want to receive the latest job alerts for advice quality assurance in birmingham, eng

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