Business Quality Officer

Sahasraa Solutions; Farnborough; Hybrid; GBP 38,000 - 46,000; Full time

Job summary

Join a multi-award winning national financial advice business as a Business Quality Officer. In this role, you will review the quality of advice through file checking, providing constructive feedback to enhance the performance of Financial Advisors and Paraplanners. This well-respected firm fosters a supportive and diverse workforce, offering hybrid working arrangements and a relaxed environment. With a commitment to employee well-being, you will enjoy a comprehensive benefits package, including life assurance, income protection, and generous holiday allowances. This is an exciting opportunity to make a significant impact in a dynamic team.

Benefits

Life Assurance

Income Protection

Critical Illness Cover

Private Medical Cover

Pension Scheme

25 Days Holiday

Charity Work Allowance

Qualifications

• Experience as a File Checker for pension and investment advice cases.
• Holding RO2 & RO4 qualifications is essential.

Responsibilities

• Review the suitability and quality of advice through file checking.
• Provide feedback to Financial Advisors and Paraplanners.

Skills

File Checking

Pension Advice

Investment Advice

Compliance Knowledge

Education

RO2

RO4

Diploma in Financial Advice

Job description

This Business Quality Officer job in Farnborough is for a multi-award winning national financial advice business, building a diverse workforce

As a Business Quality Officer, you will be responsible for reviewing the suitability and quality of advice through file checking cases pre-sale. If you identify any areas of concern or development, it would be part of your role to provide appropriate and supportive feedback to the Financial Advisors and Paraplanners.

As such, you will be regularly working with your fellow departments such as Training & Compliance, Technical & Proposition and Paraplanning. The business utilises hybrid working plus likes to attend meetings in their Farnborough office

The position is similar to that of an IFA File Checker.

Business Quality Officer Requirements

• You should have experience as a File Checker for pension and investment advice cases
• You must hold RO2 & RO4
• Individuals holding their full diploma would be preferable
• This role could suit Paraplanners who want to move into business quality / compliance
  
  

The Company

This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment. You will be joining their team of 5 Business Quality Officers

Business Quality Officers Benefits

• Salary £38,000 - £46,000 plus life assurance, income protection, critical illness, private medical cover, pension scheme 6% Employer and 3% Employee and 25 days holiday plus bank holidays
• Social committee organise regular events and 1-day annual allowance for Charity work
• Remote working with need to attend the office on occasional basis such as once a month
  
  

Location

Farnborough

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