Best Practice Associate

Best Practice Associate Up to £40,000 + Excellent Benefits Location: Handforth, Cheshire (Hybrid Working Available) Are you an experienced compliance or financial planning professional with a passion for driving best practice? I m recruiting on behalf of a leading, award-winning financial services firm that is looking for a Best Practice Associate to join their growing team. This role goes beyond traditional compliance it s about embedding excellence, ensuring good client outcomes, and supporting a culture where high standards come as standard. The Role As a Best Practice Associate, you ll work closely with financial planners, client managers, and other teams across the business to ensure advice, processes, and communications are clear, fair, and effective. You ll help shape policies, review client files, and make a real impact on how the business delivers results for clients. Key Responsibilities Conducting file and annual reviews to ensure suitability of advice and regulatory adherence. Promoting a culture of Best Practice, Consumer Duty, and Treating Customers Fairly. Reviewing communications and financial promotions to ensure clarity and compliance. Handling complaints in line with regulatory standards. Maintaining and updating policies, procedures, and regulatory documentation. Partnering with planners and managers to develop client-focused strategies. Supporting projects and business initiatives with compliance expertise. About You CII Level 4 Diploma in Regulated ..... full job details .....