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 in Newcastle upon Tyne employer: JJ Search Ltd
Join a reputable Wealth Management firm in Newcastle, where we prioritise employee development and foster a collaborative work culture. With a commitment to high-quality financial advice, we offer comprehensive training and growth opportunities, ensuring our team members thrive in their careers while making a meaningful impact in clients' lives.
We think you need these skills to ace Financial Advice Assessor , Quality Assurance & File Review , Pensions in Newcastle upon Tyne
Level 4 Qualification
File Review
Quality Assurance
Knowledge of FCA Requirements
Attention to Detail
Analytical Skills
Communication Skills
