Advice Quality Assurance Technician

Advice Quality Assurance Technician in Charford, Bromsgrove (B60), B60 4JE | AFH Wealth Management Search Search These jobs were popular with other job seekers Technical Verification Coordinator - Sprinklers H&K Fire Engineering Moor Street, Birmingham (B32), B32 3BU 4 days ago Quality Improvement Technician Pure Staff - Head Office - Permanent California, Birmingham (B11), B11 £28000 - £29000 per annum + Excellent benefits 1 month ago Quality Inspector Pertemps Redditch Industrial Redditch, Worcestershire £30000 - £32000 per annum 1 month ago Accounts Administrator Groomfield Recruitment Birmingham (B6) £13.40 per hour 3 weeks ago Investment Services Administrator AFH Wealth Management Charford, Bromsgrove (B60), B60 4JE Competitive Salary and Benefits 1 day ago Finance Assistant SF Partners Admin Halesowen, West Midlands £15 - 17 per hour 2 days ago Corporate Tax Manager Marc Daniels Birmingham (B1) £60000 - £80000 per annum 5 days ago Quality Assurance Technician Wienerberger Leighswood, Walsall (WS9), WS9 8BL £18,607 per annum + up to 4% annual bonus 1 month ago Lead Auditor Lloyd's Register Birmingham, West Midlands Competitive 3 weeks ago Quality Inspection Team Leader G&P Quality Management Limited Spitfire Park, Birmingham (B24), B24 9FD 13.5/hour - 13.5/hour 2 weeks ago Technical Verification Coordinator - Sprinklers H&K Fire Engineering Moor Street, Birmingham (B32), B32 3BU 4 days ago Quality Improvement Technician Pure Staff - Head Office - Permanent California, Birmingham (B11), B11 £28000 - £29000 per annum + Excellent benefits 1 month ago Quality Inspector Pertemps Redditch Industrial Redditch, Worcestershire £30000 - £32000 per annum 1 month ago Accounts Administrator Groomfield Recruitment Birmingham (B6) £13.40 per hour 3 weeks ago Investment Services Administrator AFH Wealth Management Charford, Bromsgrove (B60), B60 4JE Competitive Salary and Benefits 1 day ago Finance Assistant SF Partners Admin Halesowen, West Midlands £15 - 17 per hour 2 days ago Corporate Tax Manager Marc Daniels Birmingham (B1) £60000 - £80000 per annum 5 days ago Quality Assurance Technician Wienerberger Leighswood, Walsall (WS9), WS9 8BL £18,607 per annum + up to 4% annual bonus 1 month ago Lead Auditor Lloyd's Register Birmingham, West Midlands Competitive 3 weeks ago Quality Inspection Team Leader G&P Quality Management Limited Spitfire Park, Birmingham (B24), B24 9FD 13.5/hour - 13.5/hour 2 weeks ago Advice Quality Assurance Technician AFH Wealth Management Charford, Bromsgrove (B60), B60 4JE Permanent Published: 2 days ago Competitive Salary and Benefits Advice Quality Assurance Technician AFH Wealth Management Advice Quality Assurance Technician An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. The purpose of this role is to conduct advice quality audits both on a pre-submission and post-submission basis, in line with the firm’s T&C Scheme. As our Advice Quality Assurance Technician, you will typically: Deliver informative and constructive feedback to IFA’s following advice quality assessment Deal with day-to-day advice and regulatory queries from other departments, undertaking research, where necessary, in order to provide informed responses Prove new business concessions, where necessary ensuring accurate and timely recording Assist with past-business auditing in relation to FCA Thematic Reviews, as directed by Risk and T&C Support Risk and T&C in the periodic assessment of an adviser’s eligibility for CAS Understand of the Firm’s Advice Guidance in order to maintain and develop knowledge of the firm’s approach to providing suitable advice Maintain a good level of knowledge and technical understanding of all financial planning concepts and regulatory focuses through the completion and recording of annual CPD Adhere to all requirements of the applicable T&C Scheme, demonstrating the ability to support Customer Care functions where necessary What we are looking for in our ideal Advice Quality Assurance Technician : Diploma in Financial Planning as a minimum qualification requirement Willingness to take further qualifications, as relevant to your role Demonstration of knowledge and experience in personal financial planning Experience in an IFA environment Good communications skills, with the ability to provide constructive feedback A high standard of written and numerical skills An ability to demonstrate strong report-writing skills A high level of accuracy and attention to detail Aptitude in Microsoft Office. Knowledge of Xplan preferred by not essential Ability to work with minimal supervision, understanding the importance of meeting deadlines Benefits and Perks at AFH Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service. Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties. Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit. Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service. Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits. Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals. Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses. To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via . We look forward to hearing from you! Similar Advice Quality Assurance Technician Jobs Popular with Other Job Seekers Technical Verification Coordinator - Sprinklers H&K Fire Engineering Moor Street, Birmingham (B32), B32 3BU 4 days ago Quality Improvement Technician Pure Staff - Head Office - Permanent California, Birmingham (B11), B11 £28000 - £29000 per annum + Excellent benefits 1 month ago Quality Inspector Pertemps Redditch Industrial Redditch, Worcestershire £30000 - £32000 per annum 1 month ago Accounts Administrator Groomfield Recruitment Birmingham (B6) £13.40 per hour 3 weeks ago Investment Services Administrator AFH Wealth Management Charford, Bromsgrove (B60), B60 4JE Competitive Salary and Benefits 1 day ago Finance Assistant SF Partners Admin Halesowen, West Midlands £15 - 17 per hour 2 days ago Corporate Tax Manager Marc Daniels Birmingham (B1) £60000 - £80000 per annum 5 days ago Quality Assurance Technician Wienerberger Leighswood, Walsall (WS9), WS9 8BL £18,607 per annum + up to 4% annual bonus 1 month ago Lead Auditor Lloyd's Register Birmingham, West Midlands Competitive 3 weeks ago Quality Inspection Team Leader G&P Quality Management Limited Spitfire Park, Birmingham (B24), B24 9FD 13.5/hour - 13.5/hour 2 weeks ago Quality Assurance Technician jobs Quality Assurance Technician jobs in Charford Engineering jobs Engineering jobs in Charford Testing jobs Testing jobs in Charford Jobs in Charford Quality Assurance jobs Quality Assurer jobs Quality Inspector jobs Quality Associate jobs Quality Analyst jobs Quality Assurance Analyst jobs Quality Control Inspector jobs Quality Technician jobs Quality Assurance Assistant jobs Quality Assurance Associate jobs Quality Assistant jobs Quality Control jobs QA Engineer jobs Quality Qa jobs Quality Engineer jobs Quality Assurance Engineer jobs Get hired. 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