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IDEX Consulting Ltd
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Manchester, Greater Manchester
Compliance File Reviewer
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
Working for a national financial planning practice, you'll work alongside some of the market-leading Financial Planners supporting them to ensure the advice provided to their clients is compliant with the FCA guidelines. Joining the business you'll work in a really down to earth team who all have a common goal - to make sure the client's journey is the best of the best. You'll be reviewing client cases across the broad scale of financial planning products, feeding back guidance to the Advisers in the firm. To be successful you need to be working towards or hold your Diploma in Financial Planning or equivalent as for this business your attitude is paramount. It's also important that you have experience within financial planning. However the business will train the rest. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.