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FILE REVIEWER - Pensions & Investments

NJR Recruitment
Posted 5 days ago, valid for a month
Location

Manchester, Greater Manchester M24WU, England

Salary

£40,000 per annum

Contract type

Full Time

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

Sonic Summary

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  • Our Client is a leading provider of support services to directly authorised Financial Advisers in the UK, established in April 2007.
  • They are seeking a File Reviewer to join their professional and technical team, which operates remotely.
  • Candidates must be Level 4 Diploma Qualified in Financial Planning, with relevant experience in a similar role.
  • The position requires a sound knowledge of the UK regulatory framework and strong technical and communication skills.
  • Salary details were not specified in the job description, but candidates should have several years of experience in the field.

Our Client is leading provider of support services to directly authorised Financial Advisers in the UK. Established in April 2007, our Client has since grown to become one of the UK's top 5 distribution businesses in the UK. A new opportunity is now available for a File Reviewer to join a highly focused team dedicated to providing excellent customer service and consultancy to Partner firms. Forming part of a really professional and technical team, the successful candidate will work remotely from home.

As a 'File Review Consultant' you will conduct File Reviews, provide feedback, and support Independent Advisers with File Review training.

To apply for the role candidates will be Level 4 Diploma Qualified in Financial Planning. Those holding CeMAP or equivalent could be advantageous. You will have a sound knowledge of UK regulatory framework, along with offering experience working in a similar role for a number of years. You will have a strong technical ability, and impressive communication skills.

NJR 15188

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