Business Quality Manager

🕒 Maio 20

🇬🇧 Reino Unido – Remoto (RU)

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

🇬🇧 Patrocina Visto de Trabalhador Qualificado UK

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Progeny

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2016

💸 Finanças

💰 Series unknown em 2018-08

Finance

A Progeny é uma empresa global de serviços profissionais que oferece consultoria financeira integrada, gestão de ativos, consultoria tributária e jurídica, personalizada para indivíduos, famílias e empresas com necessidades financeiras complexas. A empresa combina planejadores financeiros certificados, gestores de investimentos, advogados e especialistas em impostos para fornecer consultoria integrada, planejamento de sucessão patrimonial, serviços de gestão de patrimônios e trusts, além de suporte jurídico corporativo e de RH, operando em diversos escritórios internacionais e regulada pelas autoridades financeiras e jurídicas do Reino Unido.

Descrição

• Lead and support Business Quality Assessors within the team and aid in their development and capabilities, through regular support, learning and the sharing of knowledge and experience. • Carry out monthly 1:1’s for all team members, supporting ongoing development. • Assessment of advice in accordance with the Regulators and Progeny Policy. • Support the introduction of AI tools to allow us to complete a higher volume of file checks to support our Client Outcomes. • Own and manage the file review and pre-approval processes, ensuring files are reviewed in line with the T&C Scheme and appropriate levels of supervision. • Undertake file checks on client cases and second checks on the BQA team. • Prepare MI on file checks undertaken, identifying trends and potential areas of risk / non-compliance. • Manage compliance and delivery of all remedial action on client files undertaken. • Identify weaknesses in business quality submission and recommend solutions to reduce or mitigate risk. • Work closely with the T&C Supervisors to ensure any development needs are captured, and plans are created where required. • Maintain up-to-date knowledge and understanding of appropriate regulations and internal policies and procedures. • Maintain appropriate Continued Professional Development records and supporting evidence. • Liaise with the Head of Advice Quality to ensure that any agreed change in process is documented and appropriately implemented. • Act as SME for both team and Planners as required. • Liaise with other departments in writing policies and agreeing strategies, sitting on various committees as required. • Deliver Planner training on an ad hoc basis. • Hold consistency review meetings to share best practices.

🎯 Requisitos

• Diploma in Financial Planning or equivalent • File checking experience within a Financial Services / IFA environment • Experience leading and developing teams to achieve high performance • Strong understanding of Regulatory Handbooks and their practical application • Good knowledge of regulatory suitability requirements • Familiarity with product provider websites and online systems • Excellent organisational and communication skills • Ability to apply a consistent, fair, and balanced approach to assessments • Strong attention to detail with the ability to maintain high‑quality records • Ability to manage and prioritise workload effectively, including working under pressure • CeMAP or equivalent qualification (Desirable) • Chartered or Fellowship status (Desirable) • Certificate in Long‑Term Care Insurance (Desirable) • Experience using AI tools and applying them to file checking or quality assurance (Desirable) • Paraplanning or report writing experience (Desirable) • Experience interpreting cash flow analysis (Desirable)

🏖️ Benefícios

• Learning/Development opportunities • Grow and collaborate in a supportive environment. • Work towards Chartered and Fellowship status to further develop technical knowledge, fully funded and supported by the business. • Learn and share knowledge with people from different professional backgrounds. • Opportunities to develop new skills through lateral or functional moves.