Business Assurance Adviser

Recruiter
Reed Insurance
Location
Edinburgh
Posted
09 Nov 2018
Closes
13 Nov 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client a wealth management firm is seeking a Business Assurance Adviser to be based at the Edinburgh branch. Main Purpose of the Job: The main purpose of the role is to compliance check a range of business submitted. Providing Feedback to the Field Management Team, Business Risk Team and Partners on changes required to cases Key Responsibilities: To review files as detailed above Provide technical support to the Partnership in relation to the correct documentation for all case types Advise internal teams of any issues raised from file checking to enable feedback to the Partner To act as a point of contact for enquiries from the Partnership, including providing technical support through the Helpline when required Deliver projects as required Attend regular meetings where necessary to ensure a consistent approach on all areas of Support reviewing and discuss areas where improvements/changes can be made To assist with training of new members of team where necessary Continue Professional Development by way of external exams, internal training, home study Point of Contact relationships Required Technical Knowledge & Qualifications: Required to hold QCF Level 4 qualification e.g. the CII Diploma in Regulated Financial Planning

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