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For Companies At a Glance
- Tasks: Review financial advice quality and provide feedback to advisors.
- Company: Join a multi-award winning, people-focused financial advice firm.
- Benefits: Enjoy a salary of £42,000 - £46,000, remote work, and 25 days holiday.
- Why this job: Be part of a supportive team in a relaxed environment with opportunities for growth.
- Qualifications: Experience as a File Checker and Diploma qualified; advanced AF exams are a plus.
- Other info: Occasional office visits required, with a focus on charity work and team events.
The predicted salary is between 36000 - 48000 £ per year.
This remote based Business Quality Officer job is for a multi-award winning national financial advice business, building a diverse workforce.
As a Business Quality Officer, you will be responsible for reviewing the suitability and quality of advice through file checking cases pre-sale. If you identify any areas of concern or development, it would be part of your role to provide appropriate and supportive feedback to the Financial Advisors and Paraplanners.
As such, you will be regularly working with your fellow departments such as Training & Compliance, Technical & Proposition, and Paraplanning. The business utilises remote working and likes to attend meetings in their Farnborough office. Therefore, it is important that you are happy to attend the office from time to time, such as on a monthly basis.
The business has a specialist pension team; therefore, if you had experience or qualifications in DB pension transfers, that would be beneficial but not essential.
The position is similar to that of an IFA File Checker.
Business Quality Officer Requirements
- You should have experience as a File Checker for pension and investment advice cases.
- Experience of DB pension transfers, inheritance tax, and trusts would be beneficial but not essential.
- You must be fully Diploma qualified.
- Individuals with advanced AF exams would be desirable (such as AF3 / AF7).
- This role could suit Paraplanners who want to move into business quality / compliance.
The Company
This multi-award winning, people-focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment. You will be joining their team of 5 Business Quality Officers.
Business Quality Officers Benefits
- Salary £42,000 – £46,000 plus life assurance, income protection, critical illness, private medical cover, pension scheme (6% Employer and 3% Employee), and 25 days holiday plus bank holidays.
- Social committee organise regular events and 1-day annual allowance for Charity work.
- Remote working with the need to attend the office on an occasional basis such as once a month.
Location
Within 1.5 hours of Farnborough, Hampshire.
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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Business Quality Officer employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Quality Officer
✨Tip Number 1
Familiarize yourself with the specific requirements of the Business Quality Officer role, especially around file checking and providing feedback. Understanding the nuances of pension and investment advice will give you an edge in discussions during interviews.
✨Tip Number 2
Network with professionals in the financial advice sector, particularly those who have experience as File Checkers or in compliance roles. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Highlight any relevant qualifications or experience you have, especially if you possess advanced AF exams or experience with DB pension transfers. Even if these are not essential, they can set you apart from other candidates.
✨Tip Number 4
Be prepared to discuss how you would approach providing constructive feedback to Financial Advisors and Paraplanners. Demonstrating your ability to communicate effectively and supportively will show that you are a good fit for the team-oriented environment.
We think you need these skills to ace Business Quality Officer
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Business Quality Officer. Highlight your experience in reviewing financial advice and your ability to provide constructive feedback.
Tailor Your CV: Customize your CV to emphasize relevant experience, especially in file checking for pension and investment advice cases. Mention any qualifications like the Diploma or advanced AF exams that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for quality assurance in financial advice. Discuss your experience with DB pension transfers and how you can contribute to the team’s success.
Highlight Remote Work Skills: Since this is a remote position, emphasize your ability to work independently and your experience with remote collaboration tools. Mention your willingness to attend the office occasionally as required.
How to prepare for a job interview at Premier Jobs UK
✨Understand the Role
Make sure you have a clear understanding of the responsibilities of a Business Quality Officer. Familiarize yourself with file checking processes and the importance of providing constructive feedback to Financial Advisors and Paraplanners.
✨Showcase Relevant Experience
Highlight your experience as a File Checker, especially in pension and investment advice cases. If you have any knowledge or qualifications related to DB pension transfers, inheritance tax, or trusts, be sure to mention them during the interview.
✨Emphasize Team Collaboration
Since this role involves working closely with various departments, demonstrate your ability to collaborate effectively. Share examples of how you've worked with training, compliance, or paraplanning teams in the past.
✨Be Prepared for Remote Work Dynamics
Discuss your experience with remote working and your willingness to attend the office occasionally. Highlight your adaptability and how you manage communication and productivity in a remote setting.
