Join Quilter Cheviot as a Business Assurance Specialist in Birmingham, London, Carlisle, Exeter, or Leeds with a hybrid working model. Ensure regulatory compliance and enhance client outcomes through effective oversight and quality reviews.

This permanent role in the Business Assurance team involves working with various stakeholders to safeguard the business and clients. You will audit the quality of financial advice and provide vital feedback to improve standards. As a current team member, play a key role in shaping the future of Quilter Cheviot Financial Planning.

Key Responsibilities:
• Conduct Business Assurance control checks and reviews
• Manage workload to meet business timelines
• Collaborate with Financial Planners and Paraplanners




• Update internal systems on review progress
• Support remediation efforts for client detriment cases

Requirements:
• Experience in a Financial Services environment
• Broad understanding of Financial Planning and Regulation
• Strong analytical and communication skills
• Proficient in Excel, Word, and PowerPoint
• Diploma Level 4 and relevant qualifications preferred

Leverage your expertise in financial compliance and analysis to drive excellent client outcomes at Quilter Cheviot.
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📌 Business Assurance Specialist in Birmingham (Percé)
🏢 Quilter
📍 Percé