Case Handler Consultant

1 week ago


Bradford, Bradford, United Kingdom meraki talent ltd Full time
Case Handler / File Review Opportunity

We are seeking a skilled Case Handler / File Review consultant to join our esteemed consultancy client.

Key Responsibilities:

  • Review and analyze suitability of advice files to ensure compliance with regulatory requirements.
  • Provide expert advice on general investment products, stocks, and shares, and SIPPs.
  • 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 (central Bradford).
  • Post-training, the role will involve 2-3 days per week in the office.

Competitive Day Rate

This is an exciting opportunity for a skilled Case Handler / File Review consultant to join our esteemed consultancy client.



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