File Checking / Assessor – CeMAP & DipPFS – HYBRID

File Checking / Assessor - CeMAP & DipPFS - HYBRID


Financial Services

£27,000 - £35,000

* £27,000-£35,000 basic salary, depending on experience and qualification

* 35 hour week

* Paid overtime

* Annual bonus

* Pension 5%, increasing to 7.5%

* 25 days holiday, rising to 28 (plus stats and option to buy/sell 5 days)

* Income protection

* Life assurance

* A huge range of additional flexi-benefits and staff discounts

* Study support


Do you hold DipPFS or CeMAP (or equivalent) and keen to work within a compliance role?

Our client has several permanent opportunities for hybrid Assessors, to conduct pre and post file checks, on either a full-time or, part-time basis. Based on the outskirts of Leeds with great transport links, you’ll enjoy 3 days in the office and 2 working from home. Opportunities may be available for experienced individuals to be homebased, with an occasional visit to the office.

Your role will be to monitor advice given by Advisers, identifying risk to the Company, training requirements and possible fraudulent activity. You’ll contact Advisers primarily by phone, to clarify the information provided and challenge, where necessary.

DipPFS or CeMAP (or equivalent)

Candidates must hold DipPFS or CeMAP (or equivalent), although consideration will be made to individuals who have almost achieved DipPFS. Your communication skills must be clear and you must be able to build effective relationships, quickly and easily. This is a superb opportunity to use your Financial Services knowledge, in a challenging role, for a well-respected business.

Candidates who are keen to secure their first opportunity, or Paraplanners and Advisers looking for a new challenge, are invited to apply.


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