JJ SEARCH LIMITED is seeking a Financial Advice Assessor in London to join a respected Wealth Management firm. The role focuses on Level 4 compliance, quality review of advice, and suitability assessments across pensions and investments.
You will support Financial Planners, elevate training needs to the T&C and Advice Quality teams, and ensure Compliance with FCA requirements and Consumer Duty guidelines in a collaborative environment.
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Financial Advice QA: Pensions & Planning (London) 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.