Are you an organised and proactive professional with excellent communication and customer service skills? Do you have a keen eye for detail and a passion for supporting businesses in their success? If so, we have the perfect opportunity for you!
About Us
Compliance First Limited, part of the Simplybiz Group, provides specialist compliance and business support services to financial advisory firms across the UK. Our mission is to deliver high-quality services that add value to our clients, ensuring their businesses run efficiently and successfully.
The Role
As a Business Support Adviser, you will play a key role in assisting our client firms by delivering core services, maintaining strong relationships, and ensuring compliance and operational efficiency. You will work closely with the Business Support Manager and Business Support Team Leader to meet team objectives and contribute to the ongoing success of our clients.
Key Responsibilities
1. Support client firms with a range of business and compliance services, ensuring accuracy and efficiency.
2. Maintain up-to-date and accurate client records.
3. Handle telephone and email queries, delivering excellent customer service within agreed SLAs.
4. Conduct Fit & Proper Checks, Criminal Record Checks, and Credit Checks, producing high-standard reports.
5. Assist with Training & Competence Service data collation and reporting.
6. Promote Compliance First and Simplybiz Group services to client firms, identifying opportunities for additional support.
7. Process amendments to client packages and fees accurately and efficiently.
8. Provide administrative support to the Advice Quality Team.
9. Foster effective relationships with Compliance Consultants and client firms to better understand their business needs.
10. Perform general office management tasks to ensure business needs are met.
11. Support internal stakeholders and management team members as required.
12. Participate actively in team meetings and share knowledge and innovation across the business.
13. Maintain and enhance professional knowledge through continuous professional development.
Key Competencies
1. Strong written, verbal, and face-to-face communication skills.
2. Excellent customer service abilities, including rapport building, listening, and negotiation.
3. Highly organised with the ability to prioritise tasks and meet deadlines.
4. Innovative and proactive in identifying solutions and improvements.
5. Strong IT skills, including proficiency in MS Office and back-office systems.
6. Ability to run effective meetings, research problems, and make informed decisions.
7. Knowledge of financial services compliance and business operations (preferred but not essential).
8. Sales skills to promote additional Compliance First and Group services.
Person Specification
1. Self-motivated and positive mindset.
2. Ability to work effectively under pressure.
3. Exceptional attention to detail.
4. Strong communication and telephone skills.
5. Financial services experience preferred.
6. Willingness to travel when required.
7. Desire to progress with relevant Financial Services qualifications.
Why Join Us?
1. Competitive salary and benefits package.
2. Career development and progression opportunities.
3. Supportive and collaborative team environment.
4. Opportunity to make a meaningful impact in the financial services industry.
If you are ready to take the next step in your career and contribute to a dynamic and growing business, we would love to hear from you!
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