Job Information

Our Client a firm of Wealth Advisors based in Newcastle Upon Tyne requires a Business Assessor.

Ideally Diploma Level 4 qualified
Candidates who are working towards the Advanced Diploma would possess a distinct advantage.
Experienced in reviewing pension and investment to include:

• Occupational Pensions
• Occupational Pensions Transfers
• Personal pensions
• Occupational Pension switches
• Off shore Bonds
• NISA,s
• Corporate Protection
• Excellent communication skills, both written and verbal are essential requirements of the role.

The role:
Full time permanent position based at either the firms Head office in Newcastle Upon Tyne or London
Quality assess both pre - sale and post -sale client reviews
Provide feedback to advisers
Reporting to the Head of Group Compliance and providing monthly MI

The individual would be an integral part of a busy compliance team responding to deadlines and service levels that require a focus and dedication to quality and principles of Fairstone Financial Management.
A full training schedule will be offered in order to help the successful candidate become familiar with the business standards required of investment advisers when reviewing business quality.
A fundamental understanding of the Financial Conduct Authority’s Conduct of Business rules and principles of business would be desirable.
Salary up to £35,000 : Level 6
Salary up to £30,000 : Level 4