BeachHead Inc.
Quality Analyst in Wealth Planning
Job Description
Ensure excellence in financial planning with a role as a Wealth Planning Quality Analyst. This position focuses on reviewing financial plans for compliance and quality standards in a supportive environment.
Working with a leading financial client, you will evaluate completed financial plans to ensure they meet regulatory requirements and internal policies. This role is ideal for recent graduates or professionals transitioning to part-time work, offering valuable experience while promoting a culture of quality in financial planning.
Key Responsibilities:
• Review financial plans against quality standards and criteria
• Evaluate plans for accuracy and completeness
• Identify errors and areas for improvement
• Ensure compliance with regulatory standards
• Track and report quality review outcomes and trends
Requirements:
• Post-secondary education in finance or related field
• Experience in financial planning or advisory roles
• CFP®, PFP®, or QAFP® designa...
Working with a leading financial client, you will evaluate completed financial plans to ensure they meet regulatory requirements and internal policies. This role is ideal for recent graduates or professionals transitioning to part-time work, offering valuable experience while promoting a culture of quality in financial planning.
Key Responsibilities:
• Review financial plans against quality standards and criteria
• Evaluate plans for accuracy and completeness
• Identify errors and areas for improvement
• Ensure compliance with regulatory standards
• Track and report quality review outcomes and trends
Requirements:
• Post-secondary education in finance or related field
• Experience in financial planning or advisory roles
• CFP®, PFP®, or QAFP® designa...