Business Quality Assessor
Quilter(30 days ago)
About this role
A Business Quality Assessor at Quilter reviews advice cases on a pre-approval basis and provides constructive feedback to advisers and paraplanners. The role involves liaising with firms to ensure cases meet advice standards and helping improve overall case quality. The assessor builds relationships with advisers and supports quality improvement across the network.
Required Skills
- Advice Assessment
- Pensions
- Investments
- Case Checking
- Communication
- Coaching
- Relationship Building
- Anti-Money Laundering
- Data Protection
- Data Security
+2 more
Qualifications
- Diploma Level 4 in Financial Advice
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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