Compliance Officer

Birmingham
Compliance Officer – Wealth Management

West Midlands | Hybrid Working

  • Full-time, permanent role (37.5 hours per week)
  • Hybrid working with flexible arrangements
  • Salary: £45,000 – £50,000 per annum (dependent on experience and qualifications)

We have an exciting opportunity for a suitably qualified and experienced Compliance Officer to join a growing firm of Independent Financial Advisors based in the West Midlands.

Currently celebrating 10 years in business, the firm has grown organically and now supports a team of 7 IFAs, with ambitious plans for further growth over the coming years. This includes opening additional sites, recruiting more IFAs, and adopting AI-driven solutions to automate back-office processes. Maintaining robust compliance frameworks during this period of change is a key priority.

Key Responsibilities

  • Maintain up-to-date knowledge of regulatory requirements and advise senior management on changes
  • Compliance monitoring and reporting
  • File checking and client file reviews
  • FCA reporting
  • Maintaining the FCA Directory
  • Adviser training and competency oversight
  • FIT assessments
  • Policy review and updates
  • Mandatory training and CPD monitoring
  • Ensuring adequate insurance cover, including PII and Cyber Security
  • Complaints handling, resolution, and reporting
  • Undertaking due diligence

The Right Person

This role is ideal for an individual progressing toward a Compliance Manager position who has the experience, ambition, and drive to join the management team and play a key role in the firm’s continued growth as UK financial services evolve.

The successful candidate will be:

  • Self-motivated and highly organised
  • Detail-oriented with strong accuracy
  • Confident, decisive, and influential
  • Results-focused
  • Able to multitask and meet deadlines
  • Strong in interpersonal skills and emotional intelligence
  • A professional and effective communicator

Essential Requirements

  • Minimum 2 years’ experience in an IFA Compliance Officer role
  • Level 4 Diploma in Regulated Financial Planning (CII or LIBF), or working towards completion
  • Strong working knowledge of FCA regulations relating to IFA firms
  • Proficiency in Microsoft Office
  • Working knowledge of research and provider systems
  • Professional written and verbal communication skills

Package & Benefits

  • Full-time, permanent role (37.5 hours per week)
  • Hybrid working with flexible arrangements
  • Salary: £45,000 – £50,000 per annum (dependent on experience and qualifications)
  • Comprehensive employee benefits package following probation, including:

    • Company pension
    • Flexitime
    • Health & wellbeing programme
    • Private medical insurance
    • Home working

Posted 2026-05-01

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