At a Glance
- Tasks: Review financial advice files and provide feedback to enhance compliance.
- Company: Willow Resourcing Limited, a dynamic firm in Bath focused on wealth management.
- Benefits: Full training towards Level 4 Diploma and clear career progression.
- Other info: Join a supportive team with opportunities for growth in the compliance sector.
- Why this job: Kickstart your career in finance while making a real difference in compliance.
- Qualifications: No prior experience needed; just a passion for finance and attention to detail.
The predicted salary is between 25000 - 32000 £ per year.
Willow Resourcing Limited in Bath is seeking a Trainee File Reviewer in Wealth Management.
You’ll start as a junior paraplanner or financial administrator and review pre- and post- advice files, providing constructive feedback to the advice teams.
The role includes assisting with compliance investigations, producing MI, and staying current with regulatory developments.
You’ll receive full training toward the Level 4 Diploma, with a clear path into the File Review team and broader compliance
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Trainee File Reviewer - Wealth Management Compliance in Bath employer: Willow Resourcing Limited
Join a rapidly growing Consumer Lending firm in London, where you will benefit from a supportive work culture that prioritises employee development and mentorship. With a hybrid working model and a focus on career progression, this role offers you the chance to broaden your skills while being part of an exciting journey as the company expands into new markets. Enjoy competitive benefits and the opportunity to make a meaningful impact in a dynamic environment.
