At a Glance
- Tasks: Ensure compliance by conducting file reviews and maintaining high standards in client advice.
- Company: Reputable Wealth Management firm with a dynamic environment.
- Benefits: Competitive salary of £55,000 and opportunities for professional growth.
- Other info: Full-time role with a focus on quality and client satisfaction.
- Why this job: Join a dedicated team and make a real impact in financial advice compliance.
- Qualifications: Must hold a Level 4 qualification in Financial Advice.
The predicted salary is between 55000 - 55000 £ per year.
JJ Search Ltd is looking for a Financial Advice Assessor in Manchester, England, to ensure compliance with internal policies and FCA requirements.
This role involves conducting file reviews within a well-established Wealth Management firm.
The ideal candidate will hold a Level 4 qualification in Financial Advice.
This full-time opportunity offers a competitive salary of £55,000.
Join a reputable team in a dynamic environment and contribute to maintaining high standards in client advice.
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We think you need these skills to ace Pensions QA & File Review Specialist (Level 4) – Manchester
Compliance Knowledge
File Review Skills
Financial Advice Assessment
FCA Regulations Understanding
Level 4 Qualification in Financial Advice
Attention to Detail
Analytical Skills
