Job Description
File Review/ Claims Handler
We are seeking skilled professionals to join our esteemed consultancy client for a 12-month contract with potential extension. As a File Reviewer, you will play a critical role in reviewing suitability of advice files.
Background:
* Diploma Level 4 Qualification in Financial Advice and Planning is required for this position.
* Previous experience in SIPPS or general investment products, stocks, and shares is beneficial.
* A strong background in file review is necessary for this role.
Hybrid Working:
* The initial training period will be conducted full-time in the office in central Bradford.
* Following training, you will work 2-3 days per week in the office, offering a blend of flexibility and work-life balance.
Salary: A competitive daily rate will be provided, estimated to range between £45,000 - £60,000 annually based on industry standards.