File Reviewer
Salary
Up to 30,000 (higher salary negotiable)
Location
Birmingham
Job Type
Full Time|Work From Home
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Job Title: File Reviewer
Industry: Financial Planning
Location: Birmingham
Salary: Up to £30,000 (higher salary negotiable)
Job Reference: 15381
Job Description:
Recruit UK is currently working with a reputable and well-established financial planning firm on a File Reviewer role in the West Midlands.
This is an excellent opportunity for a File Reviewer or someone who’s looking to become a File Reviewer, to join a well-established financial planning company that offers holistic independent financial advice.
The firm pride themselves on offering a tailored plan to help their clients meet their financial goals. They’ve been very successful and this opportunity is an excellent chance for a file reviewer to join a supportive team.
The role as a file reviewer will involve supporting the finance director with checking cases, suitability reports, answering compliance-related queries, and building strong relationships with other employees.
What’s in it for you:
- Salary ranges up to £30,000 (higher salary negotiable dependent on skills and experience)
- Very generous employer’s pension contribution
- 21 days holiday plus bank holidays (with an additional shut down at Christmas and your birthday off too)
- Group life
- Sick pay
- Flexibility to work from home and in the office, once fully trained
- File Reviewing/Paraplanning experience, ideally in an IFA
- Level 4 Financial Planning Diploma (CII, LIBF, etc.)
- Excellent attention to details
- Ability to prioritize your own workload.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.