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File Review Consultant

2 months ago


Bradford, Bradford, United Kingdom Meraki Talent Ltd Full time

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