Compliance Monitoring Officer

Exchange Street Claims ltd; Wilmslow; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading company in client management seeks a qualified individual to join their small team in Wilmslow. You will review and analyze client files, ensuring recommendations are made for wealthy clients. The role promotes a collaborative environment with flexible working hours and a substantial holiday allowance. Character is valued over experience in applicants.

Benefits

33 days holiday, increasing to 38 with service

Annual pay review

Bonus scheme

Flexible hours

Death in Service

Pension

Income Protection

Qualifications

• Must have a Level 4 qualification.
• Experience with file reviews is preferred.

Responsibilities

• Work on a small team alongside the client management team.
• Review, analyze, and provide feedback on client files.

Skills

Level 4 qualification

File review experience

Job description

Just because you’re happy doesn’t mean you can’t be happier.

Most people who read job adverts are not desperate for a new job. People like you for example. You are happy enough. Well thought of. Reasonably OK with your salary.

But that doesn’t mean that you can’t be better looked after. Challenged more. And paid more. You don’t always need to have a reason to click apply other than how good another company sounds. And what’s the harm in that?

This company has been one of the top businesses in the country to work for on a consistent basis (voted by The Times no less). And when you think about it, that’s no mean feat.

To get this accolade they do things a bit differently.

For one you'll sit together with the firm's client managers. There's no "them and us" here - you're all working in partnership to get the best client outcomes. Collaboration and teamwork is everything.

The mindset is that you don't have lunch at your desk and you don't take work emails home with you. Sure you work hard when you are there. But this is a business that treats you like a grown up. That understands a relaxed worker is a more productive one. That knows you need time to think to be good at your job.

This focus is also why they offer 33 days holiday (increasing to 38 days with service). Why there's an annual pay review and a bonus scheme.

There's also:

• Hybrid working
• Flexible hours
• Death in Service
• Pension
• Income Protection

As for the job itself you’ll work on a small team in conjunction with the wider client management team. You’ll review, analyse and provide feedback on client files making recommendations as required. The planners at this firm are Chartered and work with very wealthy clients (£1m+), so the work will be challenging, interesting and rewarding.

Requirements

You'll be level 4 qualified and have some file review experience. The company are relaxed about how much - yes you need core skills but character is more important than time served.

Ready to be happier? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.