Navigating ongoing advice servicing challenges in wealth management
20/11/24
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Job Board
We are always looking for talented individuals to join our team at TCC. To make sure you are first on our list to call when a new role arises, please send us your CV: cv@tcc.group or call 020 8152 4620 to speak to one of our resourcing team.
File Reviewer
New opportunity: fixed term contract role, competitive salary
Contract:
- Fixed-term 12 months contract role
- £40,000-£52,0000, depending on experience
Requirements:
-
Diploma Level 4 Qualification is essential (i.e. Diploma in Financial Advice and Diploma in Financial Planning)
-
Experience of general investment products and pensions
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Strong suitability of advice file review experience
Location
Hybrid
- Working from home and TCC’s Leeds office
