JJ SEARCH LIMITED seeks a Financial Advice Assessor for their Bristol office. The role involves reviewing suitability decisions on pensions, investments and high-risk products to ensure FCA compliance and internal standards.
You will work with a small team, supporting Financial Planners and Compliance, providing timely feedback and training needs identification to raise the quality of advice across the firm.
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Bristol-Based Financial Advice QA & File Review Specialist employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
