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 clients' financial futures.
- Qualifications: Level 4 qualification in financial advice and attention to detail.
The predicted salary is between 50000 - 60000 £ per year.
Job Description The Client
A well-established Wealth Management firm.
The Role
This is a fantastic opportunity for to join a highly credible Wealth Management company working in their Newcastle office.
The Financial Advice Assessor will be Level 4 Qualified undertake file reviews to make sure the Wealth Management firm is providing a high quality level of advice in line with internal policies and FCA requirements.
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Financial Advice Assessor, Quality Assurance & File Review, Pensions in Washington employer: JJ Search Ltd
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