Case Reviewer

Posted 1 May by Birchlake Recruitment Ltd
£30,000 - £35,000 per annum
Warrington , Cheshire
Permanent, full-time
Work from home

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Posted by Birchlake Recruitment Ltd

Role Description

As a Business Case Reviewer, your role will involve reviewing and analysing business cases submitted by financial advisers. You will ensure that the cases comply with regulatory requirements and company standards. You will also provide feedback and support to advisers, helping them improve their case submissions.


Necessary Experience

  • Strong analytical skills
  • Excellent attention to detail
  • Knowledge of financial regulations and industry best practices
  • Ability to review and interpret financial documents
  • Effective communication skills, both verbal and written
  • Ability to work independently and meet deadlines
  • Proficiency in financial software and tools
  • Experience of working within the financial planning industry

My client is open to remote, hybrid or full-time office based working.

Required skills

  • Wealth Management
  • File Review

Application question

Have you worked in a case/file review role within wealth management?

Reference: 52561429

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