File Checker - Financial Planning

  • Location

    Manchester, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £30000 - £37000 per annum + negotiable, plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    22 days ago

  • Expiry date:


  • Consultant:

    David Everingham

New Business File Checker - Financial Planning arm of Leading Investment Manager - Manchester/ Flexible Home working - Salary around £35K plus Bonus and Benefits

MB Fitzgerald Recruitment are currently working with the Financial Planning Division of a leading National Investment Management organisation to recruit a New Business File Checker.

This company are true market leaders and are in a position of strength and in the middle of an exciting period of growth. They have offices right across the UK and currently manage over and are known for looking after their staff.

The role will be to monitor the activities of the company's Financial Planning team by undertaking desk based monitoring and risk analysis. You must also use key control metrics and business MI to identify risk and recommend the required actions, including any training that should be delivered, new processes implemented or controls that need improving.

Candidates will ideally come from a Compliance/ Risk background within the Wealth management / Financial Planning sector and will have file checking experience. You MUST be Diploma qualified and have a minimum of 3 years experience of working in the sector, as a good understanding of Financial Planning is essential.

This is a fantastic opportunity to join one of the UK's leading Investment Management Organisations who can offer a very rewarding package as well as future career opportunities.