Financial Services File reviewer, Based in Stirling

Posted 17 January by Astral Recruitment

Our client is a very well established National product provider in Financial Services and they now have an opportunity in their post sale File checking team.

They are looking for Diploma and experience of checking or pulling together files.

Salary £30k - £33k, Stirling based and full time.

Summary

Working with our client in their quality team means becoming part of a brand with a global reputation and an exciting vision

The Advice Quality team are responsible for the post sale checking of Financial Advisers advice. You’ll understand what good advice looks like and ensure all aspects of the advice process is being followed. You’ll provide guidance and feedback to both the Adviser and Management team. You’ll challenge and agree improvements to ensure the best advice is provided to our clients.

Package

As an employee and colleague you’ll get all the support you’d expect, including full training and professional development. You’ll receive a competitive salary and reward package.

For more details please contact Jason Webber

Required skills

  • Financial Services
  • compliance
  • file review

Application questions

Do you have Level 4 Dip?
Are you an experienced File checker?

Reference: 33992232

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