An exciting permanent opportunity has arisen at TCC's Managed Services in Leeds.
Role:
- Reviewing point of sale documentation to assess suitability of advice
- Completing review forms with detailed feedback
- Reviewing a range of financial services products including pensions, savings and investment products
Requirement:
- Diploma Level 4 Qualification is essential (i.e. Diploma in Financial Advice and Diploma in Financial Planning)
- Experience of general investment products and pensions
- Strong suitability of advice file review experience
- Strong communication skills as well as attention to detail
Location: Hybrid - working from home / TCC's Leeds office
Salary: Competitive, depending on experience