Business Support Adviser
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
- Support client firms with a range of business and compliance services, ensuring accuracy and efficiency.
- Maintain up-to-date and accurate client records.
- Handle telephone and email queries, delivering excellent customer service within agreed SLAs.
- Conduct Fit & Proper Checks, Criminal Record Checks, and Credit Checks, producing high-standard reports.
- Assist with Training & Competence Service data collation and reporting.
- Promote Compliance First and Simplybiz Group services to client firms, identifying opportunities for additional support.
- Process amendments to client packages and fees accurately and efficiently.
- Provide administrative support to the Advice Quality Team.
- Foster effective relationships with Compliance Consultants and client firms to better understand their business needs.
- Perform general office management tasks to ensure business needs are met.
- Support internal stakeholders and management team members as required.
- Participate actively in team meetings and share knowledge and innovation across the business.
- Maintain and enhance professional knowledge through continuous professional development.
Key Competencies
- Strong written, verbal, and face-to-face communication skills.
- Excellent customer service abilities, including rapport building, listening, and negotiation.
- Highly organised with the ability to prioritise tasks and meet deadlines.
- Innovative and proactive in identifying solutions and improvements.
- Strong IT skills, including proficiency in MS Office and back-office systems.
- Ability to run effective meetings, research problems, and make informed decisions.
- Knowledge of financial services compliance and business operations (preferred but not essential).
- Sales skills to promote additional Compliance First and Group services.
Person Specification
- Self-motivated and positive mindset.
- Ability to work effectively under pressure.
- Exceptional attention to detail.
- Strong communication and telephone skills.
- Financial services experience preferred.
- Willingness to travel when required.
- Desire to progress with relevant Financial Services qualifications.
Why Join Us?
- Competitive salary and benefits package.
- Career development and progression opportunities.
- Supportive and collaborative team environment.
- 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!
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
- Department
- Compliance First
- Locations
- Glasgow
- Remote status
- Hybrid
What we offer you
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Happy to talk flexible working
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A comprehensive package of insurances bringing peace of mind for you and your loved ones 💕
4 x life assurance (with the ability to flex up or down), 3 x critical illness and 75% income protection cover
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25 days holiday per year 🏝️
Increasing by 1 day per year up to 29 days as well as the option to purchase up to an additional week
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An extra day off to celebrate your birthday 🥳
Plus an Amazon voucher to treat yourself!
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Wellbeing
Access to a wide range of wellbeing support including an employee assistance programme, mindful meditation sessions and on-site massages
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Medical cash plan
With the ability to flex up or down
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Flexible benefits pot 💰
So you can select the benefits that suit you via our flexible benefits platform including Cycle to Work 🚲
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Social events
Regular social, sports and charity events throughout the year
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Enhanced policies
Including sick pay, maternity and paternity pay and paid leave for other important things like fertility treatment
An exceptionally innovative, fun and challenging workplace
We want our people to enjoy being part of the team and feel passionate about doing a great job whilst they’re here.
About Simplybiz
We are the UK's leading provider of outsourced regulatory and business support to the retail financial service market.
As part of Fintel, we are committed to simplifying and improving the complex world of financial services and to creating a better outcome for everyone.
Business Support Adviser
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