Advice Quality Consultant, File Reviewer

Emploi pas sur LinkedIn

🕒 il y a 3 mois

🇬🇧 Royaume-Uni – Télétravail

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💼 Consultant

👻 Score fantôme 41%

infoinfo

🗣️🇺🇸🇬🇧 Anglais requis

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Fintel

501 - 1000 employés

Fondée en 2002

💼 Conseil

📣 Marketing

💸 Finance

💰 €158 495 979 Post-IPO Debt - Fintel en 2025-07

Consulting • Marketing • Finance

Fintel est une entreprise basée au Royaume-Uni qui connecte et simplifie le secteur des services financiers de détail en fournissant des services de conseil, de données et de plateformes aux professionnels de la finance et aux fournisseurs de produits. Avec plusieurs marques et plus de 500 employés, Fintel soutient des milliers de conseillers et des centaines de fournisseurs de produits pour améliorer les résultats dans le secteur des services financiers, en mettant l'accent sur l'inclusivité, l'expertise et la technologie tournée vers l'avenir et la prestation de services.

Description

• Review and assess advice files using our bespoke Advice Quality system, providing clear, constructive feedback to members and clients. • Collaborate closely with fellow Advice Quality Consultants to manage the review pipeline and meet agreed turnaround times. • Respond and support members and clients via phone and email, offering guidance and resolving queries with professionalism and care. • Liaise with technical teams to verify complex information and ensure accuracy in all advice-related outputs. • Manage and prioritise your own workload to meet SLAs, team targets, and quality assurance standards. • Contribute to team development by sharing knowledge, supporting new colleagues, and participating actively in meetings and wider business discussions.

🎯 Exigences

• Level 4 qualification, including a relevant Mortgage Qualification. • Strong understanding of FCA expectations and what constitutes a compliant, suitable advice file. • Experience in compliance, file reviewing, or advice quality (or strong transferable experience from a provider or intermediary environment). • Excellent organisational, analytical, and interpersonal skills. • Ability to work under pressure while maintaining exceptional attention to detail. • Confident user of office-based IT systems, including Microsoft Outlook and Teams. • Qualifications in Equity Release, Pension Transfer, or Long-Term Care (or an interest in pursuing them—we’ll support you). • Experience using digitised advice quality systems. • Broad technical and compliance knowledge gained within financial services. • A self‑motivated, pragmatic approach and the ability to work effectively with colleagues at all levels.

🏖️ Avantages

• This role can be located anywhere in the UK as it is fully remote. • Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship.

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