At a Glance
- Tasks: Review financial advice files and ensure compliance with regulations.
- Company: Reputable financial planning firm focused on quality advice and employee development.
- Benefits: Salary up to £48,000, hybrid working, early finishes, and generous leave.
- Other info: Strong long-term progression and ongoing training opportunities.
- Why this job: Shape the future of financial advice while deepening your expertise in a supportive environment.
- Qualifications: Level 4 Diploma in Financial Planning and experience in reviewing advice types.
The predicted salary is between 48000 - 48000 £ per year.
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this role, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards.
Key aspects of this role include:
- Identifying recurring trends or risks and escalating where needed
- Staying up to date with regulatory changes and applying these consistently
This position offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function.
Requirements:
- Level 4 Diploma in Financial Planning (or equivalent)
- Experience reviewing a range of advice types including pensions and investments
You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development.
Benefits:
- Salary up to £48,000 depending on experience
- Hybrid working with minimal office requirement
- Early finish on Fridays
- Generous annual leave plus additional perks
- Pension and protection benefits
- Ongoing training and professional development opportunities
You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding position within a supportive and forward thinking environment, apply today.
Reviewer employer: Premier Jobs UK Limited
Join a well-established financial planning firm that prioritises compliance, client outcomes, and employee development. With a strong reputation for delivering quality advice, this company offers a supportive work culture, generous benefits including hybrid working, early finishes on Fridays, and ample opportunities for professional growth. Located near Birmingham, Doncaster, Barnstaple, or Market Harborough, you will thrive in an environment that values your expertise and fosters long-term career progression.
