IFA File Reviewer

Job Details

Reference ID 2071
Vacancy Location Bromsgrove
Job sector
Job type
Remuneration Salary up to £45,000 depending on experience

Description

This IFA File Reviewer job in Bromsgrove provides hybrid
working and opportunity to join a leading independent financial planning firm.

This vacancy for a File Reviewer is well suited to either an
individual experienced in reviewing financial planning cases or a Financial
Advisor looking for a different role.

As a File Reviewer within this team you will be joining
their Advice and Quality team who undertake pre and post sale audits and
checks. You should be able to provide informative and constructive feedback to
the Financial Advisors as part of your findings.

Furthermore, you will be involved in undertaking prior
advice reviews as part of FCA Thematic Reviews, plus also reviewing cases as
part of the decision to sign of CAS status for a Financial Advisor.

To note, our client is open to considering someone on full-time
or part-time basis.

IFA File Reviewer Requirements

  • You
    should have experience as an IFA File Reviewer or experience as a
    Financial Advisor and know what good advice cases look like
  • You
    should hold your full Level 4 Diploma in Financial Planning or equivalent
  • You
    should be comfortable providing constructive feedback to your internal
    team for the benefit of the business and the team members
  • You should
    have knowledge of independent financial planning

IFA File Reviewer Benefits

  • Salary
    of up to £45,000 depending on experience
  • 3
    days office based in Bromsgrove and 2 days from home
  • Varied
    working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your
    schedule
  • Full-time or part-time considered
  • Plus
    comprehensive benefits including, contributory pension scheme, DIS,
    discretionary bonus after full year’s service, option to buy and sell
    holiday, plus birthday off and additional holiday days for long service,
    Christmas and summer parties, health and wellbeing resources, shopping
    discounts
  • The
    business is committed to professional development for their team and will
    be open to facilitating your career plans

Locations

Bromsgrove

Call us
now on 0208 0044 154 or click Apply

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