Elevate your career with Quilter Cheviot as a Business Assurance Specialist, working hybrid from Birmingham or other UK locations. Directly impact client trust and regulatory compliance through thorough advice assessments. In this permanent position, you'll be integral to a proactive Business Assurance team, ensuring high-quality financial advice and managing compliance measures.
Your contributions will directly influence client satisfaction and help refine industry processes during this exciting phase of growth at Quilter Cheviot. Key Responsibilities:
Perform systematic Business Assurance reviews and checks
Organize your workload to adhere to deadlines
Work collaboratively with Financial Planners
Maintain records of review outcomes in systems
Assist in cases of customer detriment when necessary Requirements:
Proven experience in Financial Services
Familiarity with Financial Service Regulations and ethics
Excellent analytical and communication capabilities
Robust computer skills, specifically in Excel and Word
Relevant financial qualifications including Level 4 Diploma Bring your analytical skills and regulatory knowledge to support Quilter Cheviot’s commitment to excellence for every client.
📌 Quilter Cheviot Assurance Specialist Role Percé
🏢 Quilter
📍 Percé