Advice Assurance Specialist
About the job
As an Advice Assurance Specialist, you will play a vital role in enhancing the quality of advice our members receive. Your expertise will help advisers deliver clear, compliant, and high-quality advice, ensuring that our members can trust the guidance they receive. The team values collaboration and continuous improvement, creating an environment where everyone can thrive.
You'll be responsible for
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Reviewing advice
Review personal and general advice for quality and compliance, ensuring members receive trustworthy advice.💬
Providing feedback
Provide feedback, coaching, and remediation recommendations to advisers and leaders.🔎
Monitoring interactions
Monitor advice interactions across all ART channels to support a low-risk environment.What we're looking for
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Experience in financial advice
Strong background in financial products, strategies, and legislation.View
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Advice review skills
Proven ability to assess advice for quality and compliance.View
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Analytical and investigative skills
Keen eye for accuracy and risk-based decision-making.View
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