File Review Consultant
6 days ago
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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Financial Advisor
6 days ago
Bradford, Bradford, United Kingdom Meraki Talent Ltd Full timeAbout the RoleWe are seeking skilled File Review/ Claims Handler consultants to join Meraki Talent Ltd. The ideal candidate will have experience in suitability of advice file review and a Diploma Level 4 Qualification, preferably with a Diploma in Financial Advice and Diploma in Financial Planning.Key Responsibilities:Review files for suitability of...
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Claims Handler Expert
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Bradford, Bradford, United Kingdom Meraki Talent Ltd Full timeJob OverviewMERAKI TALENT LTD is seeking skilled File Review / Case Handler consultants to join our team.Job Summary:Review files for suitability of advice and complianceProvide expert recommendations for improvementAnalyze financial data to ensure accuracyKey Requirements:Diploma Level 4 Qualification (Diploma in Financial Advice and Diploma in Financial...
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