Job Description
ARE YOU AN EXPERIENCED, QUALIFIED BUSINESS/QUALITY ASSURANCE ASSESSOR WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU SOMEONE WHO IS MOTIVATED TO DO A BRILLIANT JOB FOR THEIR COLLEAGUES AND CUSTOMERS? PERHAPS YOU'RE AT TRAINEE LEVEL BUT DESPERATELY LOOKING FOR AN OPPORTUNITY TO GET YOU ON THE RIGHT CAREER PATH AND FINISH YOUR QUALIFICATIONS?
If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!
Due to expansion and growth, Quilter Financial Planning are currently recruiting for a mixture of experienced and Trainee level Business Assurance Assessors to join our dynamic, fun and forward thinking team. Our team supports Financial Advisers and AR Firms across the country with all aspects of QA and case-checking, in both a Financial Planning and Mortgage & Protection capacity.
An experienced Financial Planning Business Assurance Assessor will have current/previous experience in a similar role, whilst being fully DipFA qualified; whilst Trainee level applicants will need to have had some exposure to a Wealth Management/IFA Admin environment and either partially qualified or looking to start their DipFA qualification journey.
An experienced Mortgage & Protection Business Assurance Assessor will have current/previous experience in a similar role, whilst being fully CeMAP qualified; whilst Trainee level applicants will need to have had some exposure to a Mortgage Case Manager/Admin environment and either partially qualified or looking to start their CeMAP qualification journey.
The Financial Planning BA opportunities are all permanent, whilst the Mortgage & Protection BA opportunity is currently a 12 month Fixed Term Contract.
This role will suit someone who fits all or some of the following criteria:
- Well-organised
- Excellent attention to detail
- Able to communicate and articulate well over both phone and email
- Strong IT skills
Work Location:
Most of our teams are currently still working from home, however we are seeking to return to a form of office working where appropriate before the end of the year. Whilst we won't always require our people to be in the office five days a week, there is likely to be a need to be in the office 1-2 days per week.
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