FILE REVIEWER - Pensions & Investments
FILE REVIEWER - Pensions & Investments

FILE REVIEWER - Pensions & Investments

Manchester Full-Time 28800 - 42000 £ / year (est.) No home office possible
N

At a Glance

  • Tasks: Join our team as a File Reviewer, ensuring top-notch service for financial advisers.
  • Company: We're a leading support service provider for financial advisers in the UK.
  • Benefits: Enjoy a collaborative work environment and opportunities for professional growth.
  • Why this job: Be part of a top 5 distribution business and make a real impact in finance.
  • Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn.
  • Other info: This is a fantastic entry-level role for those passionate about finance.

The predicted salary is between 28800 - 42000 £ per year.

Our Client is leading provider of support services to directly authorised Financial Advisers in the UK. Established in April 2007, our Client has since grown to become one of the UK\’s top 5 distribution businesses in the UK. A new opportunity is now available for a File Reviewer to join a highly focused team dedicated to providing excellent customer service and consultancy to Partner firms. Forming part of a really professional and technical team, the successful candidate will work remotely from home. As a \’File Review Consultant\’ you will conduct File Reviews, provide feedback, and support Independent Advisers with File Review training. To apply for the role candidates will be Level 4 Diploma Qualified in Financial Planning. Those holding CeMAP or equivalent could be advantageous. You will have a sound knowledge of UK regulatory framework, along with offering experience working in a similar role for a number of years. You will have a strong technical ability, and impressive communication skills. NJR 15188 AMRT1_UKTJ …

FILE REVIEWER - Pensions & Investments employer: NJR Recruitment Careers

As a leading provider of support services to Financial Advisers in the UK, our Client offers an exceptional work environment that prioritizes employee growth and development. With a strong focus on teamwork and customer service, employees enjoy a collaborative culture that fosters innovation and professional advancement. Located in a dynamic sector, this role as a File Reviewer not only provides meaningful work but also the opportunity to be part of one of the UK's top distribution businesses.
N

Contact Detail:

NJR Recruitment Careers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land FILE REVIEWER - Pensions & Investments

✨Tip Number 1

Familiarize yourself with the latest regulations and compliance standards in the pensions and investments sector. This knowledge will not only help you in the interview but also demonstrate your commitment to staying updated in a rapidly changing industry.

✨Tip Number 2

Network with professionals in the financial advisory field. Attend industry events or join relevant online forums to connect with others who can provide insights into the role and potentially refer you to opportunities.

✨Tip Number 3

Prepare to discuss specific examples of how you've provided excellent customer service in previous roles. Highlighting your experience in consultancy and client interactions will set you apart from other candidates.

✨Tip Number 4

Research our Client's company culture and values. Understanding what they prioritize will allow you to tailor your responses during the interview, showing that you're a great fit for their team.

We think you need these skills to ace FILE REVIEWER - Pensions & Investments

Attention to Detail
Analytical Skills
Knowledge of Pensions and Investments
Regulatory Compliance
Financial Analysis
Communication Skills
Customer Service Orientation
Problem-Solving Skills
Time Management
Report Writing
Team Collaboration
Adaptability
Organizational Skills

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the File Reviewer position. Understand the key responsibilities and required skills, as this will help you tailor your application.

Tailor Your CV: Customize your CV to highlight relevant experience in pensions and investments. Emphasize any previous roles that involved customer service or consultancy, as these are crucial for the position.

Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are a great fit for the File Reviewer role. Mention specific experiences that align with the company's focus on excellent customer service.

Double-Check Your Application: Before submitting, review your CV and cover letter for any errors or omissions. Ensure that all required information is included and that your documents are formatted professionally.

How to prepare for a job interview at NJR Recruitment Careers

✨Understand the Role

Make sure you have a clear understanding of what a File Reviewer does, especially in the context of pensions and investments. Familiarize yourself with the key responsibilities and how they contribute to excellent customer service.

✨Research the Company

Take some time to learn about the company’s history, values, and their position in the market. Knowing that they are one of the UK's top 5 distribution businesses will help you align your answers with their goals.

✨Prepare Relevant Examples

Think of specific examples from your past experience that demonstrate your attention to detail and ability to provide consultancy. Be ready to discuss how you've handled similar tasks or challenges in previous roles.

✨Show Enthusiasm for Customer Service

Since the role emphasizes providing excellent customer service, express your passion for helping clients and how you can contribute to maintaining high standards in this area.

FILE REVIEWER - Pensions & Investments
NJR Recruitment Careers
N
  • FILE REVIEWER - Pensions & Investments

    Manchester
    Full-Time
    28800 - 42000 £ / year (est.)

    Application deadline: 2027-01-31

  • N

    NJR Recruitment Careers

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>