Your newpany
Due to continued growth, an excellent job opportunity has arisen within a well-established, progressive firm of IFAs for apliance Officer/File Reviewer. Thepany has a highly inclusive and supportive working culture and flexible working options.
Your new role
Key responsibilities include conducting file reviews across pensions, investments and protection, ensuring FCApliance and high-quality advice is delivered to clients at all times, working closely with advisers and providing constructive feedback, guidance and training where required. In addition to being hands-on and involved with file reviews, you will also be involved with broaderpliance projects and have the opportunity to shapepliance processes andpliance training going forward.
What you'll need to succeed
Essential toe from an IFA background and to be minimum Level 4 Diploma qualified, have strong technical knowledge of Financial Planning, particularly in the areas of pensions, investments and protection. The role also requires excellentmunication skills and the ability to develop strong working relationships with the firm's advisers.
As well as someone withpliance/file review experience, this role could be well-suited to a financial adviser or paraplanner seeking to utilise skills and experience.
What you'll get in return
In addition to a highlypetitive salary and remuneration package, this role offers an excellent opportunity to grow in a firm where your contributions will directly shape its success. Flexible working options. Excellent long-term prospects.