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.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them.
Reassured Ltd is the largest non-advised life insurance intermediary in the UK with established locations in Basingstoke, Portsmouth, Southampton, Manchester, Bristol, Bournemouth and Chester.
We launched our new Advised business offering in 2021 and continue to grow our sales and support teams across the entire business this year.
We arrange over 15,000 new customer life insurance policies per month with leading sales conversions and customer satisfaction metrics.
The Risk & Assurance Manager is a high-profile role in the organisation providing support to the Head of Audit, Risk & Governance in the implementation and oversight of effective risk management and assurance policies and procedures for the whole organisation.
Qualified Accountant or Internal Auditor
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The Group Compliance Function's aim is to proactively support Willis Towers Watson to generate sustainable value, helping the company to deliver good client outcomes, manage its conduct, protect against regulatory risk, and to maintain strong regulatory relationships.
Within Willis Towers Watson's internal control system, we form part of the Second Line of Defence, as a function independent from daily business activities.
At Direct Line Group, insurance is just the start.
And we all work together to be brilliant for customers, every single day.
Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance and procurement , we're a customer-obsessed market powerhouse.
With an unrivalled track record of incredibly strong year on year growth of its subscription model business, Health Assured supports over 80,000 organisations and 13 million lives across the UK & Ireland.
This is a once in a career opportunity for an exceptional Relationship Executive to join a truly Service Led business, the industry leading EAP and OH provider & Sunday Times 'Best Places to Work' organisation.
Part of a global Group, with 14 operating companies and a group turnover of circa £400m, there is substantial financial backing for further expansion, including acquisition and international development.
Our mission is clear: to provide aspiring and existing business owners with state-of-the-art tools, unmatched resources and steadfast support essential for navigating today's business environment.
At Portobello Business Centre (PBC), we stand as a dynamic social enterprise nationally acclaimed for helping individuals start, grow and expand their business ventures.