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IFA File Checker

Premier Jobs UK Limited
Posted 8 hours ago, valid for a day
Location

Farnborough, Hampshire GU14 0HS, England

Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The Business Quality Officer position in Farnborough is with a multi-award winning financial advice firm focused on building a diverse workforce.
  • The role involves reviewing the suitability and quality of financial advice and providing feedback to Financial Advisors and Paraplanners.
  • Candidates should have experience as a File Checker for pension and investment advice cases, holding RO2 and RO4 qualifications, with a full diploma preferred.
  • The salary for this position ranges from £38,000 to £46,000, along with various benefits including life assurance and a pension scheme.
  • The company offers hybrid working options, requiring occasional office attendance, and promotes a relaxed working environment.

This Business Quality Officer job in Farnborough is for a multi-award winning national financial advice business, building a diverse workforce

As a Business Quality Officer, you will be responsible for reviewing the suitability and quality of advice through file checking cases pre-sale. If you identify any areas of concern or development, it would be part of your role to provide appropriate and supportive feedback to the Financial Advisors and Paraplanners.

As such, you will be regularly working with your fellow departments such as Training & Compliance, Technical & Proposition and Paraplanning. The business utilises hybrid working plus likes to attend meetings in their Farnborough office

The position is similar to that of an IFA File Checker.

Business Quality Officer Requirements

  • You should have experience as a File Checker for pension and investment advice cases
  • You must hold RO2 & RO4
  • Individuals holding their full diploma would be preferable
  • This role could suit Paraplanners who want to move into business quality / compliance

The Company

This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment. You will be joining their team of 5 Business Quality Officers

Business Quality Officers Benefits

  • Salary £38,000 - £46,000 plus life assurance, income protection, critical illness, private medical cover, pension scheme 6% Employer and 3% Employee and 25 days holiday plus bank holidays
  • Social committee organise regular events and 1-day annual allowance for Charity work
  • Remote working with need to attend the office on occasional basis such as once a month

Location

Farnborough

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.