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LimepeoplesearchselectInformation Technology

Business Quality Assessor

Newcastle Upon Tyneonsite

Posted 81mo ago · via Smartrecruiters

About this role

My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Corporate clients throughout the UK. We are seeking a Business / Quality Assessor who will work to ensure that all Financial Advice cases are checked for Compliance against current requirements, providing as much safeguarded against Unsuitable Advice as possible. Specifically you'll be responsible for: Assessing suitability of Financial Advice, checking that "Know Your Client" information is updated and correct, checking the presentation of all Reports and Suitability letter meet the company standards and client needs have been identified and met suitably.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Newcastle Upon Tyne. We weight your proximity and willingness to relocate.

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Free · no card · written explanation included
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