Case Reviewer
2 weeks ago
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.
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