At a Glance
- Tasks: Conduct file reviews to ensure high-quality financial advice and compliance with regulations.
- Company: Reputable Wealth Management firm based in Manchester.
- 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 Manchester 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 in Manchester employer: JJ Search Ltd
As a leading Financial Services firm, we pride ourselves on fostering a dynamic work culture that prioritises employee well-being and professional growth. Our Harrogate location offers a collaborative environment where Facilities Managers can thrive, supported by comprehensive benefits and opportunities for advancement within the organisation. Join us to make a meaningful impact while enjoying a rewarding career in a vibrant community.
