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- Tasks: Ensure compliance in life assurance and pension sales while promoting best customer outcomes.
- Company: Leading financial services firm with a progressive approach.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Why this job: Join a respected firm and make a real impact in the financial services sector.
- Qualifications: Level 4 qualified with experience in factfind review and life assurance or pensions.
- Other info: Dynamic role with excellent career progression in a supportive environment.
The predicted salary is between 34000 - 42000 £ per year.
Our client, a leading financial services firm, seeks to recruit several Factfind Reviewers. Duties will include:
- Monitoring to ensure life assurance and pension sales are fully compliant to business and regulatory standards
- Assist in identifying where any remedial actions may need to be taken e.g. additional training
- Promote understanding of best customer outcomes, internal procedures and regulatory requirements
- Maintain a CPD record in line with FCA requirements for regulated individuals
- Generate reports and summaries of thematic reviews/file assessments as requested by the Head of Compliance
- Ad hoc projects as required
You must have previous experience of factfind review and be Level 4 qualified with experience of reviewing Life Assurance and ideally Pensions Sales (possibly including Transfers) – or else be a Level 4 qualified paraplanner looking to move into Factfind review. Excellent opportunity for permanent employment with a well-respected and progressive firm.
NB the role is hybrid in Manchester (1 day office; 4 days per week WFH).
Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency in relation to this role. The recruiter has stated that all applicants for this job should be able to prove that they are legally entitled to work in the UK. Through application, all candidates signify their acceptance of the above information and confirm that the information they provide is true and accurate to the best of their knowledge.
FACTFIND REVIEWERS OR PARAPLANNERS – L4 WITH PREVIOUS LIFE & PENSION EXPERIENCE REQUIRED in Bolton employer: Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
Contact Detail:
Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FACTFIND REVIEWERS OR PARAPLANNERS – L4 WITH PREVIOUS LIFE & PENSION EXPERIENCE REQUIRED in Bolton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with life assurance and pensions. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on compliance standards and best practices in the industry. We recommend creating a cheat sheet of key points to discuss, so you can confidently showcase your knowledge and experience during the interview.
✨Tip Number 3
Don’t forget to tailor your approach! When applying through our website, make sure to highlight your previous life and pension experience in your conversations. This will help you stand out as a candidate who truly understands the role.
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and the company, which is always a bonus!
We think you need these skills to ace FACTFIND REVIEWERS OR PARAPLANNERS – L4 WITH PREVIOUS LIFE & PENSION EXPERIENCE REQUIRED in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous life and pension experience. We want to see how your skills align with the role of Factfind Reviewer or Paraplanner, so don’t hold back on showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. We love seeing enthusiasm and a clear understanding of the job requirements, so let your personality come through.
Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your qualifications and experience. This makes it easier for us to see why you’d be a great addition to our team!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’re good to go!
How to prepare for a job interview at Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
✨Know Your Stuff
Make sure you brush up on your knowledge of life assurance and pensions. Be ready to discuss your previous experience in factfind reviews and how you've ensured compliance with regulatory standards. This will show that you’re not just qualified, but also genuinely interested in the role.
✨Prepare for Scenario Questions
Expect questions that ask you to demonstrate how you would handle specific situations, like identifying remedial actions or promoting best customer outcomes. Think of examples from your past work where you’ve successfully navigated similar challenges.
✨Showcase Your Compliance Knowledge
Familiarise yourself with FCA requirements and be prepared to discuss how you maintain your CPD record. Highlight any relevant training or certifications you have that align with the role, as this will set you apart from other candidates.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company’s approach to compliance or how they support their employees in achieving best customer outcomes. This shows your enthusiasm for the role and helps you gauge if it’s the right fit for you.
