File Reviewer

  • Permanent
  • Northwich,
  • 20000 - 21000

Bruin Financial

Ref: 24239

File Reviewer – Northwich – £20-21k + Bonus + Benefits

 

An exciting opportunity has arisen to join a leading Asset Management Company in Cheshire. The Financial Services Organisation is seeking a File Reviewer to join on a permanent basis.

 

The role is part of the Central Compliance team based in Northwich.

 

We are looking to hire a talented individual looking to progress their career to become a file reviewer in an existing Compliance team. You will receive training from the team and we will support and encourage you to reach level 4 qualifications with either CISI and CII. Eventually you will be responsible for reviewing suitability reports to ensure that all financial and investment advice recommendations made by our adviser and investment managers are in the clients’ best interests and meet internal standards. The scope of the team will cover all client advice services offered although it will primarily be pension switch/consolidation, ISA transfers, investment bonds and General investment account transfers.

 

KEY REQUIREMENTS:

 

  • Strong attention to detail
  • Desire to achieve Level 4 in Financial Planning

If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at Bruin Financial.

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

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