File Reviewer (Pensions)
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File Reviewer (Pensions)

Manchester Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a collaborative team to deliver client file review services and respond to queries.
  • Company: Be part of a respected Financial Adviser Network known for its supportive culture.
  • Benefits: Enjoy 27 days holiday, private health insurance, and an 8% pension contribution.
  • Why this job: Gain valuable experience in compliance while working in a hybrid environment with a supportive team.
  • Qualifications: No specific qualifications required; just bring your enthusiasm and willingness to learn!
  • Other info: This role offers free parking and a chance to make a real impact in the financial sector.

The predicted salary is between 36000 - 60000 £ per year.

Benefits: 8% company pension contribution 27 days holiday + BH Private Health insurance Death in Service and Income Protection cover Free parking Our Client, a well-known and highly regarded Financial Adviser Network Support service now have an excellent opportunity available for a Compliance Monioring Officer to join their team in South Manchester to work on a hybrid basis. The successful Candidate will be part of a close working and collaborative team whose aim is to help support IFA Firms with their centralised product and investment research by providing informative and consultative File Review services to them. Key responsibilities Deliver a client file review service in line with the firms Service Level Agreements Respond to client queries in a timely, clear and concise manner, setting customer expectations in respect of timescales anticipated, and recording information in line with business standards Provide oral feedback to clients in respect of client file reviews To re…

File Reviewer (Pensions) employer: NJR Recruitment Careers

Our Client is an exceptional employer, offering a supportive and collaborative work environment in South Manchester. With generous benefits including an 8% pension contribution, 27 days of holiday, and private health insurance, employees are valued and encouraged to grow within the company. The hybrid working model fosters flexibility, making it an ideal place for those seeking meaningful and rewarding employment in the financial services sector.
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Contact Detail:

NJR Recruitment Careers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land File Reviewer (Pensions)

✨Tip Number 1

Familiarize yourself with the key responsibilities of a File Reviewer. Understanding the nuances of client file reviews and compliance monitoring will help you demonstrate your knowledge during the interview.

✨Tip Number 2

Brush up on your communication skills. Since you'll be providing oral feedback and responding to client queries, being able to articulate your thoughts clearly and concisely is crucial.

✨Tip Number 3

Research the company culture and values of the Financial Adviser Network. Showing that you align with their mission and values can set you apart from other candidates.

✨Tip Number 4

Prepare examples from your past experience that showcase your ability to work collaboratively in a team. Highlighting your teamwork skills will resonate well with the collaborative nature of the role.

We think you need these skills to ace File Reviewer (Pensions)

Attention to Detail
Compliance Knowledge
Client Communication Skills
Analytical Skills
Time Management
Problem-Solving Skills
Report Writing
Knowledge of Financial Products
Interpersonal Skills
Organizational Skills
Ability to Work Independently
Understanding of Regulatory Standards
Adaptability
Team Collaboration

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the File Reviewer position. Understand the key responsibilities and required skills, as this will help you tailor your application.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in compliance monitoring or file review services. Use specific examples that demonstrate your ability to deliver high-quality client service.

Showcase Communication Skills: Since the role involves responding to client queries and providing feedback, highlight your strong communication skills. Provide examples of how you've effectively communicated with clients in past roles.

Tailor Your Cover Letter: Write a personalized cover letter that addresses the specific needs of the company. Mention why you are interested in the position and how your skills align with their goals, particularly in supporting IFA Firms.

How to prepare for a job interview at NJR Recruitment Careers

✨Understand the Role

Make sure you have a clear understanding of the File Reviewer position and its responsibilities. Familiarize yourself with the key tasks, such as delivering client file review services and responding to queries, so you can discuss how your experience aligns with these duties.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and ability to handle client feedback. Think of examples from your past experiences where you successfully managed client expectations or resolved issues.

✨Showcase Your Communication Skills

Since the role involves providing oral feedback and responding to client queries, be prepared to demonstrate your communication skills. Practice articulating your thoughts clearly and concisely, as this will be crucial in your interactions with clients.

✨Research the Company

Take some time to research the company and its values. Understanding their approach to compliance and client service will help you tailor your responses and show that you are genuinely interested in being part of their team.

File Reviewer (Pensions)
NJR Recruitment Careers
Apply now
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