At a Glance
- Tasks: Conduct file reviews to ensure high-quality financial advice and compliance with regulations.
- Company: Reputable Wealth Management firm based in Newcastle.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Great opportunity for career growth in a dynamic industry.
- Why this job: Join a credible team and make a difference in financial advice quality.
- Qualifications: Level 4 qualification in financial advice and attention to detail.
The Client: A well-established Wealth Management firm.
The Role: This is a fantastic opportunity to join a highly credible Wealth Management company working in their Newcastle office. The Financial Advice Assessor will be Level 4 Qualified and undertake file reviews to ensure the Wealth Management firm is providing a high quality level of advice in line with internal policies and FCA requirements.
Financial Advice Assessor , Quality Assurance & File Review , Pensions employer: JJ Search Ltd
As a well-respected financial planning and wealth management firm, we pride ourselves on fostering a collaborative and supportive work environment that encourages professional growth. Our Trainee Investment Executive role offers recent graduates the opportunity to gain hands-on experience while working closely with experienced Investment Managers, ensuring a meaningful start to their careers in finance. With ambitious growth plans, we provide our employees with unique opportunities for advancement and development in a dynamic and thriving location.
