File Checker
A leading Compliance Consultancy Firm in the Stockport area are looking to add to their team with an additional Technical Consultant. With this role you will deliver high quality regulatory support and guidance to the partner firms linked to the business. This will predominantly be in relation to client file reviews.
The base salary for this role is up to £39,000 with some very good benefits. This firm are extremely supportive with a great working atmosphere and management structure. This role can be home based.
You will review completed client files, construct a clear report identifying where improvement could be made and provide feedback directly to the firm or via their business consultant. Beyond this you will assist in other technical areas, i.e., policy and procedures.
To be suitable for this position you will either be working towards, or hold the Diploma in Regulated Financial Planning, or equivalent qualification; and have experience in a similar file checking role, or perhaps come from a Paraplanning or Advising background .
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert