Assess financial advice quality for a Wealth Management firm, focusing on pensions and investments. Ensure compliance with regulations and internal policies, providing feedback and support to financial planners.
Financial Advice Assessor, Quality Assurance & File Review, Pensions employer: ClientA
Join a prestigious Wealth Management firm in Manchester, where we prioritise employee development and foster a collaborative work culture. With a commitment to high-quality advice and compliance, we offer robust training programs and career advancement opportunities, ensuring that our team members thrive in their roles while contributing to our clients' financial success.
