Job Information

Working in partnership with a company that provide support for financial advice and discretionary management firms.

You will be required to carry out file reviews in line with agreed contracts.

Duties include:

• To produce file review assessment sheets and reports.
• To be professional at all times and provide the best service possible.
• To undertake client file reviews for clients.
• Be adaptable to the development of the role.

*** YOU MUST HAVE EXPERIENCE CARRYING OUT CLIENT FILE REVIEWS AND HOLD THE LEVEL 4 DIPLOMA IN FINANCIAL ADVICE AS A MINIMUM ***

Salary: £30,000 - £45,000 dependent on experience

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt

For further information please contact me on 0161 638 8627 or email Rebecca.hunt@cameron-james.co.uk