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Case Handler Consultant

2 months 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, Meraki Talent Ltd.

Key Responsibilities:

  • Review and assess 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.

Hybrid Working Arrangements:

  • Initial three weeks of training delivered full-time in the office (central Bradford).
  • Post-training, work 2-3 days per week in the office.

Competitive Day Rate: We offer a competitive day rate for this opportunity.