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File Reviewer

2 months ago

Liverpool, United Kingdom enable Recruitment Full time
We are thrilled to have partnered with a leading independent financial advice firm in Liverpool, who are actively looking for a file reviewer to join their team Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from youWhat you'll be doing:
  • Carrying out in-depth reviews of client’s files in accordance with internal policies and regulatory requirements
  • Identify any potential compliance issues during file reviews and work with wider teams to implement resolutions
  • Assist with development of processes within the team, to ensure best practices moving forward
  • Provide feedback to both the financial advisers and support team, assisting with process improvement and best practices
  • Adhering to FCA requirements and Compliance Policies
What you need to apply:
  • Solid understanding of regulatory requirements and compliance procedures
  • Proficient with Microsoft Office Suite
  • 3+ years industry experience within the wealth management sector
  • CII Level 4 - Diploma in Regulated Financial Planning is preferred
  • Strong knowledge of Pension Transfers & DB Transfers
What's in it for you?
  • A basic salary of up to £40,000 dependent on experience and qualifications
  • Social opportunities throughout the year
  • Opportunity to work abroad
  • Exam funding and support
  • Progression opportunities into different areas of the business, depending on which way you see your career heading
What next?Hit apply or contact Dan directlydan@enable-recruitment.co