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

Advice Quality Assurance Technician
AFH Financial Group —Bromsgrove
- Full-time
- Customer service
- Microsoft Office
- Employee discount
Mobile Vehicle Technician - Bournville
RAC —Birmingham
- £40,170 - £52,000 a year
- Overtime
- In-person
- Automotive diagnostics
- Flexible schedule
Manufacturing Engineer CNC
The Manufacturing Technology Centre —Coventry
- £50,000 - £56,000 a year
- Full-time
- No experience needed
- Organisational skills
- Communication skills
Quick apply
Building Information Modelling (BIM) Support
Department for Work and Pensions —Birmingham
- £38,772 - £39,621 a year
- Overtime
- Hybrid work
- AutoCAD
- Microsoft Office
- Presentation skills
- Annual leave
- Employee assistance programme
2d
Mobile Vehicle Technician - Hinckley
RAC —Hinckley
- £40,170 a year
- Overtime
- Automotive diagnostics
- Flexible schedule
PPE Certification Officer
Feridax —Halesowen
- Customer service
- Microsoft Office
- Bachelor's degree
- Free parking
- Employee discount
Mobile Vehicle Technician - West Midlands
RAC —Walsall
- £40,170 a year
- Overtime
- Automotive diagnostics
- Flexible schedule
Mobile Vehicle Technician - Yorkshire & The Humber
RAC —Walsall
- £40,170 a year
- Overtime
- Automotive diagnostics
- Flexible schedule

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Mobile Vehicle Technician - Bournville
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advice quality assurance technician jobs near shirley, 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

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advice quality assurance technician jobs in shirley, wmd

Advice Quality Assurance Technician

Mobile Vehicle Technician - Bournville

Manufacturing Engineer CNC

Building Information Modelling (BIM) Support

Mobile Vehicle Technician - Hinckley

PPE Certification Officer

Mobile Vehicle Technician - West Midlands

Mobile Vehicle Technician - Yorkshire & The Humber

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