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File Review Consultant
2 months ago
Job Title: Case Handler Specialist
About the Role:
We are seeking a skilled Case Handler Specialist to join our esteemed consultancy client, Meraki Talent Ltd.
Key Responsibilities:
- Conduct thorough file reviews to ensure suitability of advice
- Utilize expertise in general investment products, stocks, and shares, and SIPPs
- Collaborate with the team to deliver high-quality services
Requirements:
- Diploma Level 4 Qualification in Financial Advice and Financial Planning
- Experience in financial services, preferably with a focus on investment products
- Strong analytical and problem-solving skills
Working Arrangements:
- Hybrid working model, with a mix of office and remote work
- Opportunities for professional growth and development
What We Offer:
- Competitive day rate
- 18-month initial contract with potential for extension
- Collaborative and dynamic work environment