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File Reviewer

2 months ago

Bradford, Bradford, United Kingdom TCC Group Full time

A challenging opportunity has arisen for a diploma qualified and experienced suitability of advice file reviewer to join TCC Group.

Job Title: File Reviewer

Location: Hybrid - Remote/Hybrid

Salary: Competitive, depending on experience

The Role:

  • Investigating complaints relating to suitability of advice on a variety of financial products, including pensions and investments.
  • End-to-end complaint handling, including file review, decision making, and redress.

Requirements:

  • Diploma Level 4 qualification is essential (i.e. Diploma in Financial Advice or Diploma in Financial Planning).
  • Experience of regulated financial products, such as investments, savings, and pensions.
  • Strong suitability of advice file review or complaints handling experience.

About TCC Group:

TCC Group is a leading provider of financial services, and we are seeking a skilled and experienced File Reviewer to join our team. As a File Reviewer, you will play a critical role in ensuring the suitability of our advice and maintaining the highest standards of regulatory compliance.