Servicing Oversight Risk Assessor

Quilter

England, United Kingdom
Fully remote
Operational and regulatory risk assessment
Treating customers fairly principles
Risk trigger analysis and monitoring
The Risk Assessor role involves assessing operational and regulatory risks relating to the provision of ongoing servicing at both an Appointed Representative and a Representative Intermediary level, ensuring Treating Customers Fairly principles are embedded

Job Summary

  • The Risk Assessor role involves assessing operational and regulatory risks relating to the provision of ongoing servicing at both an Appointed Representative and a Representative Intermediary level, ensuring Treating Customers Fairly principles are embedded.
  • Key responsibilities include analysing risk data, providing risk assessment and monitoring recommendations, utilising risk management data to direct Field Supervisory activity, and engaging with Advisers and Firms to clarify understanding and resolve issues.
  • Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation, and is currently transforming and modernising to become even more customer centric.

Matching Summary

The Risk Assessor role involves assessing operational and regulatory risks relating to the provision of ongoing servicing at both an Appointed Representative and a Representative Intermediary level, ensuring Treating Customers Fairly principles are embedded.

Skills & Requirements

Must-have

  • Operational and regulatory risk assessment
  • Treating Customers Fairly principles
  • Risk trigger analysis and monitoring
  • Management information analysis
  • Regulatory change awareness

Nice-to-have

  • Strong personal identity and corporate focus
  • Excellent team player
  • Strong analytical approach
  • Inquisitive nature
  • Attention to detail

Key Requirements

  • Level 4 diploma in Financial Planning/Advice
  • Ability to follow compliance rules
  • Enforce network standards
  • Sound judgment in risk assessment
  • Develop risk reports

Work Rights

Not specified

Tailored Resume

Cover Letter