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Case Manager

2 months ago

Bradford, Bradford, United Kingdom Meraki Talent Ltd Full time

Job Opportunity

Case Handler / File Review

About the Role

We are seeking a skilled professional to join our esteemed consultancy client, Meraki Talent Ltd, as a Case Handler / File Review specialist. This is an exciting opportunity to work with a reputable company and contribute to the success of our team.

Key Responsibilities

  • Review and analyze financial services files to ensure compliance with regulatory requirements.
  • Provide expert advice on general investment products, stocks, and shares, and SIPPs.
  • Develop and maintain strong relationships with clients and stakeholders.

Requirements

  • Diploma Level 4 Qualification in Financial Advice and Financial Planning is essential.
  • Experience in general investment products, stocks, and shares, and SIPPs is preferable.
  • Strong suitability of advice file review experience is required.

Working Arrangements

  • First three weeks of training will be delivered full-time in the office.
  • Post-training, the role will involve 2-3 days per week in the office.