File Reviewer
Salary
28,000 - 38,000
Location
Loughborough
Job Type
Full Time|Work From Home
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Job Title: File Reviewer
Industry: Wealth Management
Location: Loughborough
Salary: £28,000 – £38,000
Job Reference: 15283
Job Description:
Are you a file reviewer looking for a new role within a supportive team? Then look no further!
This independent and directly authorized firm is looking for a new individual to join their thriving company. 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 paraplanner 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.
Benefits:
- Salary ranging between £28,000 – £38,000 (dependent on skills and experience)
- Opportunity to join a supportive team
- Continued exam support up to Chartered status
- Pension contribution
- Office/home working flexibility
- 20 days holiday increasing over time served
- Experience in a compliance role
- Holds the Level 4 Diploma in Financial Planning
- Strong technical knowledge
- Has strong technical knowledge of the financial planning process