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- Tasks: Review and handle claims files, ensuring compliance and quality.
- Company: Join a prestigious consultancy known for its expertise in financial advice.
- Benefits: Enjoy hybrid working with competitive day rates and potential contract extension.
- Why this job: Gain valuable experience in file review while working in a supportive environment.
- Qualifications: Must have a Level 4 Diploma in Financial Advice or Planning; SIPPS experience preferred.
- Other info: Initial training is full-time in the office, followed by flexible hybrid work.
The predicted salary is between 30000 - 42000 £ per year.
File Review/ Claims Handler
12 Month Contract (Potential for extension)
Bradford / Hybrid
Competitive Day Rate
We are seeking skilled File review / Case Handler consultants to join our esteemed consultancy client.
Background:
- Diploma Level 4 Qualification is essential (i.e. Diploma in Financial Advice and Diploma in Financial Planning)
- Experience of SIPPS preferable however broader general investment products, stocks and shares considered
- Strong suitability of advice file review experience
Hybrid Working:
- First three weeks of training delivered full time in the office (central Bradford)
- 2-3 days pw post training in the office
File Reviewer employer: Meraki Talent Ltd
Contact Detail:
Meraki Talent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land File Reviewer
✨Tip Number 1
Make sure to highlight your Diploma Level 4 Qualification prominently in your discussions. This is a key requirement for the role, and demonstrating your expertise will set you apart from other candidates.
✨Tip Number 2
Familiarize yourself with SIPPS and general investment products before your interview. Being able to discuss these topics confidently will show that you're proactive and knowledgeable about the industry.
✨Tip Number 3
Prepare specific examples of your file review experience. Discussing real cases where you provided suitable advice will illustrate your capabilities and help build trust with the interviewers.
✨Tip Number 4
Since the role involves hybrid working, be ready to discuss your adaptability to both in-office and remote work environments. Highlight any previous experiences that showcase your flexibility and effectiveness in different settings.
We think you need these skills to ace File Reviewer
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasize your Diploma Level 4 Qualification in your CV and cover letter. Clearly state how this qualification aligns with the requirements of the File Reviewer position.
Showcase Your Experience: Detail your experience in file review and case handling. Provide specific examples of your work with SIPPS or other investment products, stocks, and shares to demonstrate your expertise.
Tailor Your Application: Customize your CV and cover letter for this role. Use keywords from the job description to show that you understand the position and are a good fit for the consultancy client.
Express Your Adaptability: Mention your willingness to work in a hybrid environment and your ability to adapt to training requirements. Highlight any previous experiences that showcase your flexibility in working arrangements.
How to prepare for a job interview at Meraki Talent Ltd
✨Showcase Your Qualifications
Make sure to highlight your Diploma Level 4 Qualification during the interview. Be prepared to discuss how your education has equipped you with the necessary skills for file review and claims handling.
✨Demonstrate Relevant Experience
Discuss your experience with SIPPS and other investment products. Provide specific examples of your suitability of advice file review experience to show that you understand the nuances of the role.
✨Prepare for Hybrid Working Questions
Since the role involves hybrid working, be ready to talk about your adaptability to both in-office and remote work environments. Share any previous experiences that demonstrate your ability to thrive in a hybrid setup.
✨Ask Insightful Questions
Prepare thoughtful questions about the consultancy's approach to file reviews and claims handling. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
