Business Monitoring Officer - Wealth

CompanyMERJE

LocationLondon Area, United Kingdom

Posted At1/28/2026

UK Visa Sponsorship Analytics

Analytics are greyed out due to low classification confidence (49.0%).

Occupation Type

Other administrative occupations not elsewhere classified.

Occupation Code Skill LevelMedium Skilled

Sponsorship EligibilityIneligible for Sponsorship

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Description

MERJE are working with this well known wealth management business as they look to hire a Business Monitoring specialist in their London Private Client team.

The team you will be a part of provides regulated financial and investment advice to all existing clients in the UK and across Europe. As a Business Monitoring specialist, you will review and assess suitability reports related to money purchase pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts to ensure that all financial and investment advice recommendations are in their clients' best interests and meet internal standards.

Overview:

Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority
Provide feedback to report writers and respond to any follow-up enquiries
Discuss possible process improvements with management
Attend roundtable meetings with report writers to discuss themes identified in reviews and suggest areas for improvement

Requirements:

Relevant suitability or assurance type experience gained in a wealth management environment
Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
Very strong understanding of financial planning principles with a specialism in pension planning
Very strong understanding of the FCA's COBS requirements for suitability
Strong people skills with the ability to provide an efficient and professional service

Great opportunity to join a global wealth management firm with a strong UK presence who have continued to grow the business over the last 5 years.