We are an award-winning Chartered independent financial planning practice with 6 offices across the UK.
We pride ourselves on providing excellent client service through long term financial planning and our people are key to our continued success.
The Vacancy
We are hiring a File Reviewer to join as a key part of our in-house compliance function.
In this role, you will be responsible for reviewing an appropriate number of pre and post-advice files in line with the firms’ training and competence scheme and providing constructive feedback to the advice teams.
The Development Opportunities
We offer all employees structured career progression pathways. Many of our senior management team started at ground level and have grown with us.
The Benefits
Salary up to £40,000
Hybrid Working
25 days annual leave (increasing with service to 28 days) plus bank holidays
Life Assurance x 4
5% Employer Pension Contribution
PMI with Bupa
Income Protection
Company Funded Cash Plan
Discounted Benefits (Gym Memberships, Smart Watches, Cycle to Work Scheme etc.)
Regular Social Events (Pub Quizzes, Summer and Winter Parties, Day at the Races, Bowling etc.)