File Review Officer - Financial Planning

  • Location

    Christchurch, Dorset, S. W. England, England

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £350000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2040_1568362086

  • Published:

    about 1 year ago

  • Expiry date:

    2019-10-13

  • Startdate:

    ASAP

  • Consultant:

    #

We are working with a national Wealth management organisation to recruit a File Review Officer. The client has multiple offices across the UK and are very highly regarded, they are seeking to recruit another File Review Officer to join their Christchurch, Dorset office.

The role will be to work with the firms Financial Advisers to review, provide feedback and ensure the firm remains FCA complaint.

To be considered you should be working within a File Review, Compliance or Paraplanning position currently and will be minimum Level 4 qualified.

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.