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FILE REVIEWER - Pensions & Investments

NJR Recruitment
Cheshire, North West England, United Kingdom
Competitive Salary
Closing date
Nov 25, 2021

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Job Role
Financial Planning
Contract Type
Full Time
Level of qualification
Newly qualified, Qualified, CIMA
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FILE REVIEWER - Pensions & Investments

Up to £38,000


Our Client is leading provider of support services to directly authorised Financial Advisers in the UK. Established in April 2007, our Client has since grown to become one of the UK's top 5 distribution businesses in the UK. A new opportunity is now available for a Technical Services Consultant (File Reviewer / Business Monitoring Officer) to join a highly focused team dedicated to providing excellent customer service and consultancy to Partner firms. Forming part of a really professional and technical team, the successful candidate will remotely from home, and will be expected to visit the Head Office in Cheshire twice a month.

As a Technical Services Consultant you will take ownership of a Client bank with which you will conduct thorough File Reviews and offers advice to company Directors and Business Owners. This will include meeting with Partner Practices throughout the UK on a monthly basis in order to build strong and successful business relationships.

You MUST be a professional, well presented and confident individual, who is able to conduct yourself exceptionally well with Business Owners and Managing Directors.

To apply for the role candidates will ideally be Level 4 Diploma Qualified in Financial Planning (or equivalent) - As a very minimum Candidates MUST be part qualified. Those also offer CeMAP (or equivalent) are of high interest. You will have a sound knowledge of UK regulatory framework, along with offering experience working in a similar role for a number of years. You will have a strong technical ability, and impressive communication skills. Those from either a Network, Provider or IFA background are sought.

Ref: NJR 11941

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