Job Title

Estate Planning Compliance SpecialistWealth ManagementLocation: Remote (UK)Salary: To 55k + bonus + benefitsAre you looking for more flexibility?Flexibility to work predominantly from home or around other commitments?Or perhaps youre looking to work condensed hours?Flexibility is what this opportunity is all about. You will work from home with only occasional, monthly trips into the firm's Birmingham City Centre Head Office.Its a full-time role but several members of the team work condensed hours if thats what youd prefer, working 5 days condensed into 4. The choice is yours.Youll be responsible for developing regulatory policies, guidelines and processes that the Financial Advisers use to engage clients and complete the advice process. You'll have a specific focus on Estate Planning, IHT and Trust matters and will become the firm's go to subject matter expert in this field.Youll also work with internal developers and external suppliers to ensure the systems the Advisers use are robust and effective to support advice policy and deliver the advice process efficiently and compliantly.In addition, youll perform annual reviews of product providers in line with FCA PROD regulations to ensure the providers are delivering good customer outcomes and fair value for money for clients.Youll be qualified to Diploma Level 4 as a minimum and have demonstrable Compliance experience within a wealth management environment, with a particularly good working knowledge of Estate Planning / IHT / Trusts.Strong communication and stakeholder management skills are essential.Interested?Click apply.Not got an up to date CV?Dont worry, you can always give me (Mark) a call on 0121 274 0357 for an informal chat or email me at mark.wilson@willowresourcing.co.uk. Well pick it up from there.