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File Checker

Finlink Ltd
Posted 12 days ago, valid for 18 days
Location

Cardiff, South Glamorgan CF5 1DR, Wales

Salary

£20,000 - £24,000 per annum

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Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The File Checker position offers hybrid working and a salary of up to £45k.
  • Candidates should have at least 5 years of experience in financial services, specifically in compliance, advisory, or Paraplanning roles, along with a level 4 diploma.
  • The role involves conducting file reviews of client files across various types of advice and providing feedback to advisors.
  • The company is an FCA-regulated IFA Network with over 20 years of experience and is currently experiencing growth.
  • Employees can expect benefits such as 25 days of holiday, a pension scheme, private medical insurance, and opportunities for progression.

File Checker

Hybrid working

Up to £45k

Cardiff

This is best suited to individuals with at least 5 years of experience within financial services, currently in a compliance, advisory or Paraplanning role and holding a level 4 diploma. You will be utilising your skills and experiences within the rapidly growing compliance department. Hybrid working and salary up to £45k.

The Business

The company are an FCA-regulated, growing IFA Network. They are a robust, institutionally backed group, with a diverse, supportive, and highly experienced team. They have been in existence for over 20 years and are currently embarking on an exciting growth programme. There will be progression opportunities within the department.

The Role

Within this role you will be undertaking file reviews of client files across several types of advice throughout a number of firms. After completing the varied reviews you will be managing feedback to advisors, reporting results to management as well as performing the compliance checks. Ultimately, using your knowledge to support the compliance department.

The Benefits

  • Salary up to £45k
  • 25 days holiday + bank holidays
  • Hybrid working
  • Pension scheme
  • Sick pay
  • Private medical
  • Life insurance
  • Income protection
  • Salary sacrifice car scheme

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.