Case Handler Specialist

3 weeks ago


Bradford, Bradford, United Kingdom Meraki Talent Ltd Full time

Job Title: Case Handler Specialist

About the Role:

We are seeking a skilled Case Handler Specialist to join our esteemed consultancy client, Meraki Talent Ltd.

Background:

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

Working Arrangements:

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

What We Offer:

  • A competitive day rate.
  • The opportunity to work with a prestigious consultancy client.


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