You'll be at the heart of identifying trends, improving processes, supporting key stakeholders, and helping drive continuous improvement across the customer journey.
Responsibilities include:
- Reviewing customer interactions and outcomes to identify opportunities for enhancement
- Working closely with advisers and external partners to maintain high service standards
- Investigating emerging risks and escalating concerns where required
- Delivering guidance and training to support quality and regulatory expectations
- Producing meaningful insight and reporting to support business improvements
- Building strong relationships across multiple teams to drive positive change
Requirements:
- Financial Services experience (ideally Wealth Management)
Experience in Quality Assurance, Complaints, Business Assurance, Compliance Monitoring, or similar areas - Understanding of FCA regulations and customer outcome principles
- Strong communication and stakeholder management skills
Level 4 Diploma (or working towards it) advantageous
In return, you'll join a collaborative environment where your work directly contributes to improving customer experiences, strengthening controls, and influencing business-wide decisions.
If you'd like to learn more, please get in touch for a confidential discussion.
