At a Glance
- Tasks: Support a high-performing wealth management team in maintaining exceptional standards.
- Company: Join a leading Banking Firm with a focus on quality and process improvement.
- Benefits: Competitive daily rate and contract until December 2026.
- Other info: Two-stage interview process; apply now to kickstart your career!
- Why this job: Make a real impact on client service delivery and operational excellence.
- Qualifications: Experience in financial services with strong risk and process knowledge.
The predicted salary is between 45000 - 55000 £ per year.
Join a leading Banking Firm as a Process & Quality Specialist!
We are seeking an experienced Wealth Management Process and Quality Specialist to support a high-performing wealth management team in maintaining exceptional standards across processes, risk management, and client service delivery. This role will act as a key point of contact for process, regulatory, and risk-related matters while driving continuous improvement, quality assurance, and operational excellence across the business.
Location: Manchester
Daily Rate: Competitive
Contract Length: Dec 2026
Start Date: ASAP
Key Responsibilities
- Act as the primary point of contact for queries relating to regulations, processes, tools, and risk management.
- Deliver training and guidance on new tools, processes, and quality standards to support team enablement.
- Monitor risk reports, identify potential issues, and escalate concerns where appropriate.
- Assess client-related risks and implement appropriate mitigation measures.
- Partner closely with Client Advisors, Client Account Managers, Desk Heads, and internal stakeholders to support risk and process initiatives.
- Drive improvements in documentation quality, assessments, alerts management, and remediation activities.
- Identify and recommend process enhancements that improve operational efficiency, risk management, and service quality.
Key Requirements
- Previous experience within financial services, ideally in a client-facing, risk, process, or quality-focused role.
- Strong understanding of wealth management products, services, and operational processes.
- Banking-related qualification, apprenticeship, traineeship, or Bachelor's degree.
- Excellent knowledge of risk management frameworks, controls, and regulatory requirements.
- Strong attention to detail with a disciplined and quality-focused approach.
- Excellent written and verbal communication skills, with the ability to engage stakeholders at all levels.
Additional Information
Interview Process: Two-stage interview process.
How to Apply
If you're interested in this role, click 'Apply Now' to submit an up-to-date copy of your CV.
