About the Role

Join our newly formed Business Assurance Team as a Business Assurance Technical Analyst. In this role, you will be instrumental in shaping our processes, ensuring the quality and compliance of our financial advice. This is a unique opportunity to be part of a dynamic team from its early stages, influencing its development and growth.

What's In It for You:

• Career Growth: Develop your career in a supportive environment with opportunities for advancement.
• Flexible Working: Enjoy a balance of office and remote working.
• Professional Development: Receive ongoing training and support to enhance your skills.
• Collaborative Environment: Work closely with various teams and senior stakeholders.
• Impactful Work: Contribute to delivering excellent outcomes for our clients.
• Leadership Opportunities: Deputise for the Business & Quality Assurance Lead and take on additional responsibilities.

Key Responsibilities:

• Communicate technical changes and conduct calibration activities.
• Provide training and support for Business Assurance Specialists.
• Plan and lead thematic reviews and support the Business Assurance Lead.
• Update internal systems and manage business assurance data trends.
• Liaise with key stakeholders to implement process changes.
• Support compliance monitoring, audit activities, and remediation cases.

About You

Qualifications and Experience:

• Experience in a Financial Services environment.
• Broad understanding of Financial Planning markets, including Advice, Product Providers, and Lenders.
• Knowledge of Financial Services Regulation (e.g., RDR, MIFID ll, SDR).
• Strong analytical skills and a professional attitude.
• Ability to cope under pressure and react quickly to changing priorities.
• Proficiency in Excel, Word, PowerPoint, and management information systems.

Educational Qualifications:

• Chartered Level 6 Qualified.
• AF3 Pension Transfers (or equivalent).
• CF6, ER1, CF8 (or equivalent preferred).

Our Values

• Do the right thing: Integrity and commitment to clients and communities.
• Always curious: Continuous learning and innovation.
• Embrace challenge: Ambition and growth.
• Stronger together: Collaboration and empowerment.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.