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Case Manager

2 months ago

Bradford, Bradford, United Kingdom meraki talent ltd Full time

Job Summary:

Meraki Talent Ltd is seeking a skilled Case Manager / File Review Specialist to join our esteemed consultancy client.

Background:

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

Hybrid Working:

  • The first three weeks of training will be delivered full-time in the office.
  • Post-training, 2-3 days per week will be spent in the office.

Key Responsibilities:

  • Review and analyze financial files to ensure suitability of advice.
  • Provide expert guidance on general investment products and SIPPs.
  • Collaborate with the team to deliver high-quality services to clients.

What We Offer:

  • A competitive day rate.
  • The opportunity to work with a prestigious consultancy client.
  • A dynamic and supportive work environment.