Job Information

Pensions and Investments File Review Vacancy, (Suburb of) Leeds, salary up to £38,000

Working in partnership with an ambitious Independent Financial Planners in a suburb outside of Leeds City Centre, I am currently recruiting for a Pensions and Investments File Reviewer to become a key part of their compliance function.

The support team is a smaller one currently but because the business owns 6 practices, and their ambition is to centralise their support function, this will soon grow. Therefore, if you are an ambitious individual you will have the opportunity to learn, grow and develop as the business does and potentially have opportunities to move into more senior positions within the business too.

As a Pensions and Investments File Reviewer you will review all client files - Ensuring you maintain the companies` high-quality standards and are meticulous in your approach.

Duties will include but will not be limited to;
• Reviewing client advice files, including pension transfer cases
• Successful implementation of procedures and processes
• Assessing research products

The successful Pensions and Investments File Reviewer must have the Level 4 Diploma in Financial Advice (CII or IFS) and have reviewed Pensions and Investment sales previously.

In return you will receive a salary of up to £38,000 (Although negotiable dependent upon experience), Employee Benefits and Flexibility with working hours after establishing yourself within the business.


For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong.