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Business Compliance Consultant (Financial Services)

Job details
Posting date: 30 January 2026
Hours: Full time
Closing date: 01 March 2026
Location: Liverpool, Merseyside, l3 9sj
Remote working: On-site only
Company: Search Consultancy LTD
Job type: Permanent
Job reference: Req/677704_1769768964

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Summary

Business Compliance Consultant (Financial Services)

  • Location: Liverpool City Centre
  • Hours: Monday-Friday, 9am-5pm (35 hours per week)
  • Contract: Permanent, Full Time
  • Salary: Dependent on experience
  • Essential: Level 4 Diploma in Financial Planning

Are you an experienced Financial Services professional with a Level 4 Diploma in Financial Planning and a strong knowledge of investments, pensions and UK regulation? This is an excellent opportunity to join a supportive and growing team in Liverpool City Centre, working as part of an established Business Compliance function.

These roles are ideal for applicants with backgrounds in:

  • Financial Advising / Strategic Planning
  • Adviser Team Management within banking
  • Paraplanning
  • File checking / quality assurance
  • Investment & pensions compliance
  • Individuals from high street banks such as HSBC, NatWest, Halifax, Santander, etc.

What a Typical Day Might Look Like:

  • Reviewing the incoming queue of cases and selecting those requiring attention
  • Conducting detailed case assessments and grading findings
  • Providing feedback to Financial Planners
  • Undertaking routine monitoring tasks
  • Signing off promotional/educational materials
  • Responding to internal compliance queries
  • Completing AML tasks
  • Listening to adviser calls for quality and compliance checking

What We're Looking For

  • Level 4 Diploma in Financial Planning (Essential)
  • Experience in pensions, investments and regulated advice
  • Strong analytical and problem‑solving skills
  • Practical file‑checking exposure (either formally or informally)
  • Solid understanding of the UK regulatory landscape, including the FCA Handbook
  • High attention to detail with a thorough, organised approach
  • Ability to work under deadlines while remaining flexible and proactive
  • Confident using MS Office and adapting to multiple systems
  • A collaborative and supportive team player

What's on Offer:

  • A dynamic role with genuine impact on the business's compliance framework.
  • Opportunity to work with senior leadership and contribute to strategic improvements.
  • Centrally located office in Liverpool with excellent transport links.
  • Supportive team environment with strong focus on professional development.
  • Regular staff events
  • 25 days holiday
  • Cycle to work scheme
  • + much more!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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