I am working with an award winning Wealth Management firm, with a fantastic reputation due to their high quality and personal approach to financial advice.
The firm in question are looking to add a File Reviewer to their Quality Assurance team.
Main duties;
Demonstrate good attention to detail, and an interest in researching requirements and promoting effective solutions in line with legislative requirements.
Ability to work closely with colleagues to ensure the best possible outcomes for clients.
To be considered for this role, ideally you will hold:
Level 4 Diploma in Financial Planning
Previous experience within a similar role