Factfind Reviewer
SKILLS
FULL DESCRIPTION
FACTFIND REVIEWERS OR PARAPLANNERS – L4 WITH PREVIOUS LIFE & PENSION EXPERIENCE REQUIRED
Ref: 4173D
£40K -£55K + Benefits 80% WFH (Manchester Area)
Duties
- Monitoring to ensure life assurance & pension sales are fully compliant to business & regulatory standards
- Assist in identifying where any remedial actions may need to be taken e.g. additional training
- Promote understanding of best customer outcomes, internal procedures and regulatory requirements
- Maintain a CPD record in line with FCA requirements for regulated individuals
- Generate reports and summaries of thematic reviews/file assessments as requested by the Head of Compliance
- Ad hoc projects as required
Requirements
You must have previous experience of factfind review and be Level 4 qualified with experience of reviewing Life Assurance and ideally Pensions Sales (possibly including Transfers - please note if so) – or else be a L4 qualified paraplanner looking to move into FF review. Excellent opportunity for permanent employment with well respected & progressive firm. NB the role is hybrid in Manchester (1d office; 4d pw WFH).
So, if that sounds like you, then please send your details to our MD, David Symes FCA, at [contact hidden](including home address or post code & a contact no) however please note we cannot reply to all applications so only successful applications will be contacted (although under no circumstances are your details ever passed on without your specific permission).