Advice Development / Compliance Consultant

Exchange Street Financial Services
Cirencester, UK
15 Aug 2019
09 Sep 2019
Contract Type
Full Time
Ever thought, this could be better?

This job entails updating and maintaining components that underpin the entire business. Advice guidance documents, suitability letter templates and business assurance. The basis of financial advice will be in your hands.

You'll be challenging the status quo. Leading the business through regulatory change. And overseeing junior members of the team. So you'll have character. And the ability to see where change is necessary, enact it, and get buy-in from your colleagues.

You could currently be a compliance professional. Someone with a clear insight into regulations and their impact on advice. An individual with a background in writing policies. Or a senior paraplanner. Someone who has already shaped the financial planning process at your company. Or you could work on a technical helpline in a position where you guide financial planners every day.

The package on offer is very attractive. Salaries will be above most paraplanning salaries. There is a car allowance and sizeable annual bonus. A 10% pension contribution, not to mention wider benefits.

You can work from offices in Bristol or Cirencester. Or indeed work from home as long as you can be in Cirencester at least twice a week.

You will be at least Level 4 diploma qualified. You will have strong technical skills (IHT/investment planning in particular). And you will know your way around advice, policies and suitability reports.

This could be better? This could be the challenge you have been waiting for.

Apply and our compliance specialist will be in touch.

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