Pension File Reviewer
NJR Recruitment are working in partnership with an innovative and unique network model bringing to the market, services which puts the Financial Adviser and their clients at the heart of the process. Our client operates a strong community focused model, supporting firms and advisers with everything they need to engage with their clients. Operating in an environment that enables advisers to build successful businesses across a range of markets, our clients business model is one that carries no legacy issues and as such is built on a strong foundation for the future.
A vacancy is available for a Business File Checker to work from their rapidly expanding Cheshire office. Candidates will be responsible for delivering high quality regulatory and guidance to clients in relation to file reviews. Daily responsibilities will include reviewing client files, construct a professional and clear report on each file, provide feedback to clients regarding any findings of the review, etc. You will also be responsible for providing support to the Business Quality Manager and assisting other Technical & Compliance colleagues.
Candidates applying for the role with be Level 4 Diploma Qualified. Additional qualifications such as, G60 / G30 or AF3 are of a distinct advantage. The ability to interpret data and to analyse where procedures and practices do not meet with current regulatory standards is required.