File Review Consultant

6 days ago


Bradford, Bradford, United Kingdom Meraki Talent Ltd Full time
About the Job

MERAKI TALENT LTD is looking for skilled File Review / Case Handler consultants to join our esteemed consultancy client.

Job Description:

  • Review files for suitability of advice and compliance
  • Provide expert recommendations for improvement
  • Analyze financial data to ensure accuracy

What You'll Get:

  • A competitive day rate (£30,000 - £40,000 per annum)
  • A hybrid working arrangement, with 2-3 days per week spent in our office in Bradford
  • Ongoing training and support to help you excel in your role

What We're Looking For:

  • Diploma Level 4 Qualification (Diploma in Financial Advice and Diploma in Financial Planning)
  • Experience of SIPPS or broader general investment products, stocks and shares

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