Wealth Compliance & Suitability Specialist

A well-known wealth management firm in London is looking for a Business Monitoring specialist to join their Private Client team. This role involves reviewing suitability reports, ensuring that financial and investment advice aligns with regulatory standards, and engaging in feedback processes with report writers. The ideal candidate will have relevant experience in wealth management and a strong understanding of financial planning principles, with particular emphasis on pensions. It’s a great opportunity to join a growing company in a pivotal role.#J-18808-Ljbffr…