Quality Assessor

Recruiter
Probe Technical Recruitment
Location
Dudley
Posted
08 Apr 2018
Closes
20 Apr 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
An excellent opportunity is available with a highly respected Financial Services business based in Birmingham City Centre for a Quality Assessor to provide feedback to the business on case quality issues, inform training and competence supervisors of any relevant trends, maintain evidence of case checks and input correct data and information.

Key Quality Assessor Responsibilities:

Maintain understanding of general COBS rules and best practice for sales through advised and non-advised processes
Determine suitability and grade outcomes using available documentation
Record outcomes in relevant information spreadsheets
Resolve outstanding issues or omissions with client relationship officers
Work closely with T&C supervisors

The Ideal Quality Assessor will possess a Level 4 Investment Advice Diploma although training will be available for experienced quality assessor who possess relevant Assessor experience from within the financial services industry. Ideally you will have a knowledge of investment management strategies and markets and experience if suitability checking for regulated products

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