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Advice Policy Consultant

Exchange Street Claims & Financial Services

Leeds

Hybrid

GBP 100,000 - 125,000

Full time

2 days ago
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Job summary

A national wealth manager in Leeds seeks a dedicated professional to enhance processes that support financial planners. You'll work within a team to listen to feedback, improve systems, and implement regulatory changes effectively. This role offers an attractive salary, an annual bonus, and excellent employee benefits including a non-contributory pension and flexible work options.

Benefits

Consistent four-figure annual bonus
Yearly pay reviews
Twice yearly promotion process
10% non-contributory pension
PHI and life cover
26 weeks Maternity/Paternity pay

Responsibilities

  • Listen to feedback on processes and systems.
  • Improve processes and systems like suitability letter templates.
  • Implement regulatory changes understandably.
Job description

Let's hear it for the unsung heroes. The ones who help others cut through the noise. The ones who take complex ideas and make them make sense. The ones who take feedback and use it as a force for good. Let's hear it for you. This national wealth manager invests a huge amount in teams that support their financial planners. A team such as this one, that oversees project work driven by internal business and regulatory change. You'll be part of a team of 12 that helps financial planners be the best they can be. Firstly by listening to their feedback on processes and systems. Secondly by improving those processes and systems (such as suitability letter templates and advice guidance templates). And finally, by implementing regulatory change in a way that everyone understands. And that investment doesn't stop with the wider team. This is a business that invests in its employees in a way that puts other firms to shame. There's nothing unsung about what's on offer. Alongside an attractive salary there's :

  • A consistent four-figure annual bonus
  • Yearly pay reviews / rises
  • A twice yearly promotion process
  • 10% non-contributory pension
  • PHI, DIS, life cover, 26 week maternity / paternity / adoption pay. And so much more

There's also flexibility about where you work from. That coul...

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