File Reviewer

TCC Group

Posted 13 hours ago, valid for 8 days

Leeds, West Yorkshire LS14 1DZ

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

An exciting permanent opportunity has arisen at TCC’s Managed Services in Leeds.
The role involves reviewing point of sale documentation and providing detailed feedback on financial services products.
A Diploma Level 4 Qualification is essential, along with experience in general investment products and pensions.
Candidates should have strong suitability of advice file review experience and excellent communication skills.
The position offers a competitive salary, depending on experience, and allows for hybrid work from home or at the Leeds office.

An exciting permanent opportunity has arisen at TCC’s Managed Services in Leeds.

Role:

Reviewing point of sale documentation to assess suitability of advice
Completing review forms with detailed feedback
Reviewing a range of financial services products including pensions, savings and investment products

Requirement:

Diploma Level 4 Qualification is essential (i.e. Diploma in Financial Advice and Diploma in Financial Planning)
Experience of general investment products and pensions
Strong suitability of advice file review experience
Strong communication skills as well as attention to detail

Location: Hybrid - working from home / TCC’s Leeds office

Salary: Competitive, depending on experience

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