SonicJobs Logo
Login
Left arrow iconBack to search

FILE REVIEWER

NJR Recruitment
Posted 7 days ago, valid for 8 days
Location

Lancaster, Lancashire LA1 1RE

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

info
  • The File Reviewer position at a leading provider of support services to Financial Advisers in the UK offers a salary of up to £42,000.
  • This is a remote working role that allows candidates to work from home.
  • The successful candidate will be responsible for conducting File Reviews and providing feedback to Independent Advisers.
  • Applicants must be Level 4 Diploma Qualified in Financial Planning and should ideally have several years of experience in a similar role.
  • A sound knowledge of the UK regulatory framework and strong communication skills are also required for this position.

FILE REVIEWER - Pensions & Investments

SALARY UP TO 42,000

REMOTE WORKING ROLE

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.

NJR15763

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.