File Reviewer

File Reviewer

Job Title: File Reviewer
Contract Type: Permanent
Location: Leeds
Salary: £20000 - £25000 per annum, Benefits: Pension & Benefits Package
Start Date: ASAP
Reference: CW/FR/1
Contact Name: Joanne McPherson
Contact Email:
Job Published: January 18, 2018 12:30

Job Description

Are you a positive person who wants to work with like-minded people within compliance? If so then please read on!

My client is recruiting for a new part-time File Reviewer position within their compliance team.  They are looking for someone who has previous experience within financial services, perhaps with a paraplanning, financial adviser or file review background, who oozes positivity. They have offices located throughout the North and are a growing, profitable business who offer regional based services.

Role: File Reviewer (Part-time)

Salary: For 3 days per week, £20,000+ dependent on experience

Location: My client can offer flexibility and are happy for the successful person to work out of any their offices with the opportunity to work from home

Duties of the role:
  •        Review files across the full advice spectrum
  •        Check DB transfers
  •        Support the quality of advice through structured program of file checking
  •        Collate any trends or issues in order to provide meaningful MI
Desired attributes:
  •        High level of accuracy and attention to detail
  •        Ability to remain positive, especially whilst providing constructive feedback for advisers
  •        Previous experience of working within financial services
  •        Strong IT skills
  •        Up-to-date knowledge of regulatory requirements across a broad spectrum of products and            the advice process
  • G60/AF3 would be a bonus but not a deal breaker, my client is more focusing on experience  and attitude

If you have any questions then please do not hesitate to contact me; alternatively, if you fit the description then please apply now!

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