Trainee File Reviewer (Wealth Management)

Trainee File Reviewer Wealth Management Location: Bath (Hybrid – 2 days a week in the office) Salary: To £35k + bonus + benefits What’s in it for you? This is a great opportunity for a Junior Paraplanner to make the move into Compliance. You’ll receive full training to ensure you make the transition into the File Review team successfully and you’ll also receive full support to complete your Level 4 Diploma qualification. You’ll also be joining a wealth management firm that’s growing quickly but sustainably. This growth is likely to create opportunities for your further career progression either within the File Review team or across the wider Compliance function. What you’ll be doing You’ll review pre- and post- advice files in line with firm’s T