Location: NORTH EAST
Salary: £35,000 - £45,000
Job Type: Permanent
Job ID: 165638
The individual would be an integral part of a busy business quality team responding to deadlines and service levels that require a focus and dedication to quality and principles of the business.
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.
Quality assess both pre - sale and post -sale client reviews
Provide feedback to advisers
Reporting to the Business Standards Director
Candidates who are working towards the Advanced Diploma would be preferred.
Experienced in reviewing pension and investment to include:
Personal pensions switches
Investments including off shore Bonds
Corporate Protection & pensions (auto enrolment)
Excellent communication skills, both written and verbal are essential requirements of the role.