Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
Posted by Perfect Fit People Recruitment • £23K/yr to £25K/yr
General
Do you have a confident telephone manner together with strong administrative and IT skills?
This hugely successful business is synonymous not only with providing a first-class service to their customers, but also committing to the wellbeing of their staff which continues to be demonstrated in both staff retention and feedback from staff.
Do you have a flair with customer service
Can you "plate spin" and manage changing priorities?