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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 industry.
- Qualifications: Level 4 qualified with experience in factfind review and life assurance or pensions.
- Other info: Dynamic role with excellent career advancement potential.
The predicted salary is between 34000 - 50000 £ 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 in 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 Warrington 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 Warrington
✨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 aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on compliance standards and best practices in the industry. We recommend doing mock interviews with friends or using online platforms to get comfortable discussing your previous experience and how it aligns with the role.
✨Tip Number 3
Showcase your skills! Create a portfolio of your past work related to factfind reviews or paraplanning. This could include reports you've generated or summaries of assessments you've conducted. It’s a great way to demonstrate your expertise.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining the team.
We think you need these skills to ace FACTFIND REVIEWERS OR PARAPLANNERS – L4 WITH PREVIOUS LIFE & PENSION EXPERIENCE REQUIRED in Warrington
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 your relevant qualifications!
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, 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 experience and what you can bring to the team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen and tech-savvy!
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 Compliance Questions
Expect questions about compliance and best customer outcomes. Think of specific examples from your past work where you identified issues or implemented changes to improve compliance. This will demonstrate your proactive approach and understanding of the industry's regulations.
✨Showcase Your Analytical Skills
Since the role involves generating reports and summaries, be prepared to discuss your analytical skills. Bring examples of reports you've created or assessments you've conducted. Highlight how your insights led to better decision-making or improved processes.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company's approach to training and development, especially regarding CPD records and compliance. This shows that you're thinking long-term and are keen to grow within the company.
