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FILE REVIEWER - Pensions & Investments

NJR Recruitment
Posted 7 days ago, valid for 17 days
Location

Manchester, Greater Manchester M17 1DJ, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

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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  • 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 team, which focuses on providing excellent customer service and consultancy to Partner firms.
  • The role involves conducting File Reviews, providing feedback, and supporting Independent Advisers with training, and it allows for remote work.
  • Candidates must be Level 4 Diploma Qualified in Financial Planning, with experience in a similar role and knowledge of the UK regulatory framework.
  • The position offers a competitive salary, though specific figures are not mentioned, and requires several years of relevant experience.

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 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.