Case Handler Specialist

2 weeks ago


Bradford, Bradford, United Kingdom Meraki Talent Ltd Full time

Job Opportunity

Case Handler / File Review Position

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

  • Conduct thorough file reviews to ensure suitability of advice
  • Assess and analyze general investment products, stocks, and shares, and SIPPs
  • Develop and maintain strong knowledge of financial regulations and guidelines

Requirements

  • Diploma Level 4 Qualification in Financial Advice and Financial Planning
  • Experience in general investment products, stocks, and shares, and SIPPs
  • Strong analytical and problem-solving skills

Working Arrangements

  • Hybrid working arrangement, with 2-3 days per week in the office
  • First three weeks of training delivered full-time in the office

What We Offer

  • Competitive day rate
  • Opportunity to work with a prestigious consultancy client
  • Professional development and growth opportunities


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