​Job Description: The role will involve undertaking suitability assessments of adviser business pre-& post-sale to ensure good customer outcomes in line with company standards.

Key responsibilities include:

• Conducting pre and post-sale case file reviews and giving constructive feedback to advisers/paraplanners re these cases

• Responding to remedial actions completed by advisers/paraplanners as a result of the reviews

• Responding to queries from advisers as required

• Be able and willing to undertake tasks as allocated by management

The Person:

• Minimum Level 4 qualified or equivalent

• Ideally AF&, AF3 or G60 qualified

• AF5 qualification would be beneficial

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