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- Tasks: Review financial service files and support clients with queries.
- Company: Leading Compliance Consultancy offering remote work opportunities.
- Benefits: Competitive salary, benefits package, and flexible working from home.
- Why this job: Join a dynamic team and enhance your skills in financial compliance.
- Qualifications: Level 4 diploma in Financial Services and experience in compliance or file reviewing.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 34000 - 48000 £ per year.
£40K – £45K + benefitsREMOTE (UK)
Ref:4144D
Our client, a leading Compliance Consultancy, is looking for a Remote Factfind Reviewer. Duties will include;
- Carry out desk-based file checking for members and clients across the full range of financial services products (excluding DB transfer advice).
- Work effectively as a team with other Advice Quality Consultants to ensure the pipeline is managed and cases returned to members and clients within deadline.
- Deal with member and clients\’ telephone and email queries and provide support to the firms.
- Liaise with Pensions Technical and Technical departments where necessary to ensure accuracy of technical information provided to members and clients.
- Manage own workload and prioritise cases within the agreed SLA.
- Ensure quality assurance standards are maintained by proactively liaising with colleagues and incorporating feedback from the AQT Management Team.
- Assist the administration team and be the first point of escalation for any member issues.
- Undertake ad hoc duties as delegated by the Advice Quality Manager to assist the smooth operation of the team.
You should have the Level 4 diploma level in Financial Services (via CII or LIBF) with previous experience in compliance, file reviewing or advice quality and able to demonstrate technical knowledge across a broad range of UK financial advice products combined with strong understanding of compliance requirements. Pension Transfer experience/qualification useful and salary would reflect that. So, if that sounds like you, then please send your details to Sumana Jyothirmayi in the first instance, (
including contact no
) however please note we cannot reply to all applications so only successful applications will be contacted (although under no circumstances are your details ever passed on without your specific permission).
Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency in relation to this role.
The recruiter has stated that all applicants for this job should be able to prove that they are legally entitled to work in the UK. Through application, all candidates signify their acceptance of the above information and confirm that the information they provide is true and accurate to the best of their knowledge.
Locations
factfind reviewer employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land factfind reviewer
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Factfind Reviewer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of compliance and file reviewing, and be ready to discuss your experience with various financial products. Practise common interview questions so you can showcase your skills confidently.
✨Tip Number 3
Don’t forget to follow up! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications all in one place!
We think you need these skills to ace factfind reviewer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Factfind Reviewer role. Highlight your Level 4 diploma and any relevant experience in compliance or file reviewing. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your technical knowledge of UK financial advice products and how you can contribute to our team at StudySmarter.
Showcase Your Communication Skills: Since you'll be dealing with member and client queries, it's essential to demonstrate your communication skills. In your application, give examples of how you've effectively handled similar situations in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services products and compliance requirements. Being able to discuss specific cases or examples from your past experience will show that you’re not just familiar with the theory, but you can apply it in practice.
✨Show Team Spirit
Since this role involves working closely with other Advice Quality Consultants, be prepared to talk about your teamwork skills. Think of examples where you’ve collaborated effectively, managed workloads, or supported colleagues in meeting deadlines.
✨Prepare for Technical Questions
Expect some technical questions related to pensions and compliance. Brush up on any recent changes in regulations or common issues faced in file reviewing. This will demonstrate your commitment to staying updated in the field.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the types of cases you’ll be handling, or how success is measured in this role. This shows your genuine interest and helps you assess if the company is the right fit for you.