At a Glance
- Tasks: Conduct file reviews to ensure top-notch financial advice meets FCA standards.
- Company: Join a well-established Wealth Management firm in Newcastle upon Tyne.
- Benefits: Attractive salary of £55,000 and opportunities for professional growth.
- Other info: Full-time role with a supportive team and a focus on excellence.
- Why this job: Make a real difference in financial advice quality while advancing your career.
- Qualifications: Must hold a Level 4 qualification in financial advice.
The predicted salary is between 55000 - 55000 £ per year.
JJ Search Ltd is seeking a Financial Advice Assessor for a full-time role in Newcastle upon Tyne.
The successful candidate will perform file reviews to ensure the high quality of financial advice in line with FCA requirements and internal policies.
This is a unique opportunity to work with a well-established Wealth Management firm, requiring a Level 4 qualification.
The position offers an attractive salary of £55,000 per year.
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We think you need these skills to ace Financial Advice QA & File Review Specialist (Level 4) in Newcastle upon Tyne
File Review
Financial Advice Assessment
FCA Compliance
Internal Policy Adherence
Wealth Management Knowledge
Level 4 Qualification
Attention to Detail
