Financial Advice Assessor , Quality Assurance & File Review , Pensionsat JJ Search Ltd
JJJ Search LtdSouth East London
South East LondonFull TimeOn-sitePermanent
annual salary£45,000 – £55,000per year
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join a prestigious Wealth Management firm as a Financial Advice Assessor, where your expertise will play a key role in ensuring top-notch service for clients in South East London. This is a fantastic opportunity to grow your career and contribute to a respected team dedicated to excellence.
what you'll get
trainingContinuous professional development.
bonusPerformance-based bonuses.
what you'll be doing
1File ReviewsConduct thorough assessments of client files to ensure compliance.
2Quality AssuranceImplement quality checks to enhance service delivery.
3Client ConsultationProvide expert advice and support to clients and advisors.
4Report GenerationCreate detailed reports on assessments and recommendations.
what you'll need
experienceLevel 4 Qualified
hoursFull Time
startASAP
Level 4 QualificationAnalytical SkillsAttention to DetailCommunicationTeam Player
JJ Search Ltd is hiring a Financial Advice Assessor , Quality Assurance & File Review , Pensions in London. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.