An exciting opportunity has arisen for a diploma qualified and experienced suitability of advice file reviewer.

Job Title: File ReviewerStart Date: January 2025Duration: PermanentLocation: Hybrid - Bradford / WFHSalary: 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