Business Assurance Specialist (Financial Services)

Location: Hybrid working in Birmingham, London, Carlisle, Exeter, or Leeds, United Kingdom

Company

hirify.global is a UK-based wealth management group providing financial advice, investment management, platforms, and multi-asset investment solutions.

What you will do

• Deliver Business Assurance control checks and reviews against business standards and processes.
• Review and assess financial advice on a pre-approval and post-implementation basis.
• Identify regulatory breaches, process infringements, and potential or confirmed customer detriment.
• Work with Financial Planners and Paraplanners while maintaining professional impartiality.
• Record review progress and outcomes in internal systems, including Xplan and Worksmart.
• Support remediation activity and contribute to refining assurance processes and standards.

Requirements

• Experience in a financial services environment.
• Broad understanding of financial planning markets, advice, product providers, and lenders.
• Knowledge of RDR, MiFID II, SDR, supervision and oversight, data protection, anti-money laundering, financial crime, data security, and Consumer Duty.
• Strong analytical and inquisitive approach, with professional communication skills and the ability to manage changing priorities.
• Working knowledge of Excel, Word, PowerPoint, Xplan, and Worksmart.
• Diploma Level 4 qualification; AF3 Pension Transfers, CF6, ER1, or CF8, or equivalent qualifications, are preferred.

Culture & Benefits

• Permanent full-time employment with hybrid working.
• 26 days of holiday, equivalent to 182 hours.
• hirify.global 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 for UK employees available through salary deduction.
• Commitment to inclusion, diversity, integrity, curiosity, constructive challenge, and collaboration.