Business Quality Reviewer - Financial Planning

  • Location

    Bath

  • Sector:

    Financial Planning, Financial Services

  • Job type:

    Permanent

  • Salary:

    £35,000-£40,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    5 months ago

  • Expiry date:

    2021-03-03

  • Consultant:

    ConsultantDrop

Our client is a highly regarded Financial Planning organisation with offices throughout the UK. Their current requirement is for a Business/File Reviewer to join their team based in Bath. The purpose of this role is to manage and asses business submitted by the companies Independent Financial Advisers in line with the firms/FCA regulations.

To be considered you MUST be Diploma qualified and will have experience working within a similar position. This is a technical position that will require someone who has a strong understanding of the market/FCA regulations.

This is an excellent opportunity to join a national Wealth Manager that will provide you with full support, training and help with market exams. You will also be given opportunities to progress in the future.