Help ensure excellence in financial planning as a Wealth Planning Quality Analyst. This role emphasizes compliance and quality reviews of financial plans in a supportive environment.
You will be responsible for evaluating completed financial plans for accuracy and compliance, especially while working with a leading financial client. This position is ideal for recent graduates or those seeking part-time work and offers invaluable experience in the financial planning sector.
Key Responsibilities:
• Review financial plans against established quality standards
• Evaluate plans for completeness and accuracy
• Identify errors and suggest areas for improvement
• Ensure compliance with regulatory standards
• Track and report outcomes of quality reviews
Requirements:
• Post-secondary education in finance or a related field
• Experience in financial planning or advisory roles
• CFP®, PFP®, or QAFP® designation preferred
• Strong analytical and judgment skills<...