TrinityBridge

Responsible for reviewing client files to ensure the quality and suitability of financial advice in compliance with regulatory standards. This includes conducting first-line quality assurance, managing risk-based file selection, and providing constructive feedback for continuous improvement.

The role focuses on servicing and retaining an existing bank of profitable households while acquiring new clients and assets. Responsibilities include executing annual business plans, conducting compliant client reviews remotely, and meeting KPIs via a Balanced Business Scorecard.