JJ SEARCH LIMITED is recruiting for a Financial Advice Assessor to join their Bristol office. The role requires Level 4 compliance (Financial Planning Diploma or IAD) and involves file reviews to ensure compliant, high-quality advisory work in line with FCA requirements.
You will work with a small team and stakeholders across compliance, supporting financial planners, and driving improvements in advice quality and training needs as part of the Advice Quality function.
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Wealth Management Advice Quality Assessor 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.
