Policy & Compliance Consultant for Financial Planners

Exchange Street Claims ltd; United Kingdom; Remote; GBP 35,000 - 50,000; Full time

Job summary

A financial services firm located in the United Kingdom is seeking a relationship builder to engage with financial planners. This role focuses on implementing regulatory changes, gathering feedback for improvements, and maintaining effective communication. Level 4 qualification and technical knowledge of pensions are essential. The company offers a supportive culture with a flexible hybrid work model and comprehensive benefits, including a consistent annual bonus and non-contributory pension.

Benefits

A consistent four-figure annual bonus

Yearly pay reviews/rises

A twice-yearly promotion process

10% non-contributory pension

PHI, DIS, life cover, extended maternity/paternity/adoption pay

Qualifications

• Technical knowledge of pensions, IHT planning, and investments is essential.
• Ability to gather feedback and advocate for improvements.
• Experience with financial planners or relevant professionals is desirable.

Responsibilities

• Build and maintain relationships with financial planners.
• Gather feedback on processes and systems.
• Implement regulatory change and help planners understand it.

Skills

Technical knowledge of pensions

Building relationships

Confidence with planners

Education

Level 4 qualified

Job description

A financial services firm located in the United Kingdom is seeking a relationship builder to engage with financial planners. This role focuses on implementing regulatory changes, gathering feedback for improvements, and maintaining effective communication. Level 4 qualification and technical knowledge of pensions are essential. The company offers a supportive culture with a flexible hybrid work model and comprehensive benefits, including a consistent annual bonus and non-contributory pension.