An exciting opportunity has arisen for a diploma qualified and experienced suitability of advice file reviewer.
Job Title: File Reviewer
Start Date: January 2025
Duration: Permanent
Location: Hybrid - Bradford / WFH
Salary: Competitive, depending on experience
The Role:
- Investigating complaints relating to suitability of advice on a variety of products including pensions and investments
- End to end complaint handling, including file review, decision making and redress
Requirement:
- Diploma Level 4 qualification is essential (i.e. Diploma in Financial Advice or Diploma in Financial Planning)
- Experience of regulated products such as investments, savings, pensions
- Strong suitability of advice file review or complaints handling experience