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Investment Product Consultant
2 months ago
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 consultant.
Key Responsibilities
- Review and analyze suitability of advice files to ensure compliance with regulatory requirements.
- Assess and evaluate investment products, stocks, and shares, and SIPPs to provide expert advice.
- Collaborate with the team to deliver high-quality services to clients.
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 analytical and problem-solving skills are 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.