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Business Assurance Adviser

Location: BRISTOL, AVON Salary: 30000 - 35000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 11 months ago Reference: 3078973
I have two new opportunities to join a UK-based wealth management business who has 20 regional offices throughout the UK among recently acquired offices over seas. A FTSE 100 company, they offer face to face wealth management advice, tailored to meet specific circumstances.

Due to internal promotion and movement, they now require two additional Business Assurance Advisers to join their Bristol based team, where you will be tasked with compliance checks on a range of business submitted by the Partnership.

Level 4 Diploma is a minimum requirement for this role.

Key Responsibilities:

• To review files as detailed above
• Provide technical support to the Partnership in relation to the correct documentation for all case types
• Advise internal teams of any issues raised from file checking to enable feedback to the Partner
• To act as a point of contact for enquiries from the Partnership, including providing technical support through the Helpline when required
• Deliver projects as required
• Attend regular meetings where necessary to ensure a consistent approach on all areas of Support reviewing and discuss areas where improvements/changes can be made
• Ensure that acceptable and consistent level of service standards are maintained
• To assist with training of new members of team where necessary
• Continue Professional Development by way of external exams, internal training, home study
• Point of Contact relationships - Deal with special cases where “care” required with particular Partners/Clients.

Required Skills

• Methodical and organised approach
• Ability to prioritise workload
• Ability to work under pressure and meet deadlines
• Ability to work independently and as part of a team
• Ability to respond and adapt to changes in procedures as and when necessary
• PC Literate - including Excel, Word, Outlook etc.

Required Technical Knowledge & Qualifications:
• Required to hold QCF Level 4 qualification e.g. the CII Diploma in Regulated Financial Planning.

In addition to an attractive salary you will also receive a number of excellent benefits including a non-contributory pension, private medical insurance, life assurance, a share incentive plan, bonus sacrifice arrangements to name but a few.

Shortlisting of CV's will be happening in the next two weeks so please do not delay if you would like to discuss this opportunity further.

There are two positions available so if you know of any ex colleagues or friends in the industry who would also be interested in hearing more, please put them in touch with us - 0117 930 4820 and email an up to date cv to

We offer up to £300 worth of high street vouchers for every successful placement made as a thank you!

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