IFA File Reviewer

This IFA File Reviewer job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm.

This vacancy for a File Reviewer is well suited to either an individual experienced in reviewing financial planning cases or a Financial Advisor looking for a different role.

As a File Reviewer within this team you will be joining their Advice and Quality team who undertake pre and post sale audits and checks. You should be able to provide informative and constructive feedback to the Financial Advisors as part of your findings.

Furthermore, you will be involved in undertaking prior advice reviews as part of FCA Thematic Reviews, plus also reviewing cases as part of the decision to sign of CAS status for a Financial Advisor.

To note, our client is open to considering someone on full-time or part-time basis.

IFA File Reviewer Requirements

• You should have experience as an IFA File Reviewer or experience as a Financial Advisor and know what good advice cases look like
• You should hold your full Level 4 Diploma in Financial Planning or equivalent
• You should be comfortable providing constructive feedback to your internal team for the benefit of the business and the team members
• You should have knowledge of independent financial planning

IFA File Reviewer Benefits

• Salary of £35,000 - £45,000 depending on experience
• 3 days office based in Bromsgrove and 2 days from home
• Varied working times available of 8am - 4pm, 9am - 5pm or 10am - 6pm to suit your schedule
• Full-time or part-time considered
• Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year’s service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts
• The business is committed to professional development for their team and will be open to facilitating your career plans

Locations

Bromsgrove

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