IFA File Reviewer-Field Based- Essex c £40k

Our client is a bespoke compliance and training solutions provider with offices in Essex and clients across the country. They are now seeking a consultant to work based from home but visiting clients on a daily basis. The ideal candidate will have extensive experience checking IFA files and also be at diploma level. You will visit clients at their offices generally from Monday-Thursday (travelling by train and car). Additional duties will include: File checking Answering compliance queries Reviewing and updating in house procedures Training advisers Reviewing CPD activity Collating management information Annual audits This is a great, autonomous role and is available immediately for a Dip qualified individual with file checking/review experience.

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