Job Description

Our client is seeking someone to work remotely on a 9-month fixed-term-contract basis who possesses proven File Review/Checking experience.

The role has arisen to cover a team member moving onto a project over this time scale.

You will be tasked with reviewing both pre and post-sale reviews on new business with pension switching, drawdown and investment business the bulk of the work.

IHT trust work and Business Relief investment/corporate protection/VCT/EIS knowledge is an advantage but not essential.

In terms of a start date, they are looking at either September or early October. They are willing to consider someone to work either 4 or 5 days per week, with some flexibility in working hours (core hours expected).

You must hold the level 4 diploma in financial planning or equivalent.