As a Business Assurance Analyst, you will review and assess suitability reports related to pensions, ISAs, investments and trusts to ensure that all financial and investment advice recommendations are in clients' best interests and meet internal and regulatory standards.
We are working with a leading Wealth Management client who are looking for a Level 4 Diploma qualified Business Assurance Analyst / Suitability Specialist to join their 1LoD team.
Responsibilities
Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority.
Handle incoming online enquiries efficiently, facilitating site inspections.
The Client
Their primary objective revolves around maximizing revenue for their Conference & Events division by efficiently handling online inquiries, delivering exceptional customer service, and generating leads for small to medium-sized opportunities.
A prominent establishment situated in the heart of London, renowned for hosting a multitude of events and welcoming millions of visitors annually.