General Insurance Business Assessor - 6 month FTC

• Location: Swindon (2 days a week in office)
• Job Type: 6-month fixed-term contract
• Salary: Up to £40,000

We are looking for a Business Assessor to join our team, playing a pivotal role in shaping the quality of financial advice within our General Insurance business lines. This role involves critically evaluating the suitability of advice provided by our Appointed Representatives, ensuring compliance and client benefit.

• Review client files within the agreed criteria to the appropriate standards and in accordance with current checklists.
• Conduct and record case checking assessments accurately, effectively, and fairly.
• Identify any errors or discrepancies in advice given, escalating to Team Leader or Team Manager if required.
• Proactively identify trends and contribute to continuous improvement.
• Manage timely reporting of potential breaches and rejects, taking ownership of difficult decisions.
• Achieve the agreed number of advice checks and peer review checks per day, along with other service level agreements (SLAs).
• Build and maintain relationships with key contacts internally and externally, providing advice and guidance as required.
• Work effectively with Operations, Distribution, and Compliance teams to improve advice quality across the network.
• Provide courteous and consistent support to team members, advisers, and supervisors to enhance advice quality.

• Previous experience in a financial services organisation.
• Business assessment experience.
• CeMAP qualification is desirable.
• Knowledge of regulatory requirements, TCF, Data Protection, and Financial Crime.
• High level of attention to detail and excellent accuracy.
• Sound judgement, ensuring impartiality and consistency.
• Strong problem-solving, analytical, and decision-making skills.
• Excellent communication skills, able to build relationships effectively at various levels.
• Effective time management, planning, prioritising, and organisational skills.
• Ability to remain calm under pressure.
• A natural customer focus, capable of handling challenging situations.

• Competitive salary with an on-target bonus of 7.5%.
• Pension scheme - contribute up to 5% of your salary with matching contributions.
• Critical illness cover and income protection.
• Death in service - 4 x salary.
• 27 days holiday plus bank holidays, with the option to buy up to an additional 10 days.
• A range of flexible benefits including private medical insurance, dental insurance, and more.

Join a dynamic, fast-paced, and growing business that values and respects individuality. We are committed to building an inclusive culture and environment which truly recognises and celebrates our colleagues' individual differences and identities.

To apply for this Business Assessor position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.