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SalaryA leading UK wide financial services group is seeking experienced file reviewers to join their newly established in-house Suitability team having oversight of investment management suitability.
You will have 3+ years of file review/suitability experience, ideally within investment management although we will also consider financial planning experience. Candidates with experience in financial paraplanning or investment complaints or paraplanning may also be considered.
This is a really exciting opportunity to join a newly created team as this function has previously been outsourced.
This role can be based at one of a number of UK wide office locations with a preference for London, Liverpool, Midlands or South East and at least 1 day a week in the office.
A CII/CISI Level 4 qualification is highly desirable for this role.
