Senior Business Assessor

🔒 Confidential Employer
Posted 24 April 2026
LOCATION
West Yorkshire, England
TYPE
Full-time
LEVEL
Mid-Senior level
SALARY
£45,000 / year
CATEGORY
Compliance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Financial Planning Communication Skills Problem-solving Business Standards Team Performance Technical Knowledge

FULL DESCRIPTION

Senior Business Assessor

Posted 4 months ago

Permanent

West Yorkshire, England (Remote)

Posted 4 months ago

Up to £45,000 + Excellent Benefits

Applications have closed.

Flexible Working: Hybrid

Key Responsibilities:

  • Assessing new business submissions in accordance with the business standards
  • Providing appropriate feedback to individual advisers
  • Demonstrating and applying understanding of internal Business Standards
  • Proactively identifying trends and feeding continuous improvement
  • Identifying and building relationships with key contacts (both internally and externally) and providing advice and guidance as required
  • Lead calibration within the team to ensure that areas of development are addressed
  • Training and sign off of new staff across the relevant core product areas through coaching and feedback
  • Support the delivery and development of team performance and workstream trendreporting

Key Requirements:

  • Level 4 Diploma in Regulated Financial Planning
  • You will have good attention to detail and problem-solving skills
  • Good financial planning and technical knowledge
  • Strong communication skills with the ability to build lasting relationships
  • You will have the ability to work on multiple tasks and projects
  • You will have the ability to remain calm under pressure
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