Remote Competency Assessor (Financial Services)

Location: Fully remote for home workers in England, United Kingdom.

Company

hirify.global is a wealth management business providing financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.

What you will do

• Conduct remote competency assessment meetings across the adviser population using in-house technology.
• Identify development areas and progress them through appropriate action plans.
• Explain and enforce oversight contracts and assessment requirements for Appointed Representatives and Registered Individuals.
• Educate advisers on compliance requirements, Treating Customers Fairly responsibilities, and achieving good customer outcomes.
• Deliver risk assessments, assess skills and competence, conduct adviser reviews, and provide reports, coaching, and feedback.
• Identify and escalate failings, provide feedback to senior management, conduct customer care calls, and manage monitoring and governance actions through to conclusion.

Requirements

• Level 4 Diploma qualification as a minimum.
• Proven experience working within the financial services sector.
• Ability to work independently, take initiative, and remain motivated and inquisitive.
• Computer literacy and familiarity with Microsoft Office.
• Ability to follow compliance rules and enforce standards set by the network.
• Strong communication and questioning skills, with sound judgment when assessing risks and developing action plans.

Nice to have

• Experience in a T&C supervisory function.
• Experience with Network, National, IFA, or restricted advice models.

Culture & Benefits

• Permanent, fully remote role.
• 26 days of holiday, equivalent to 182 hours.
• Employee incentive scheme and non-contributory pension scheme.
• Private medical insurance, life assurance at four times salary, and income protection at 75% of salary after 26 weeks of absence.
• Flexible benefits are available to UK employees through salary deduction; a healthcare cash plan is available to Jersey employees.
• Inclusive culture focused on integrity, curiosity, challenge, collaboration, and equal opportunities.