Financial adviser Work, Jobs in Norwich, Eng (with Salaries)

File Review Consultant
Alan Boswell Group —Norwich
- £25 - £35 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- IT
- Employee discount
- Life insurance
Quick apply
11d
Business Adviser (Innovation)
Norfolk County Council —Norwich
- £34,000 - £46,000 a year
- Full-time
- Hybrid work
- English
- Travel
- Employee discount
- Gym membership
1d
Norfolk Crisis and Resilience Assistant
Norfolk County Council —Norwich
- £29,064 - £31,022 a year
- Full-time
- Hybrid work
- Communication skills
- Employee discount
- Gym membership
11d
Paraplanner / Technical Planner Financial Services
ALAN BOSWELL GROUP LIMITED —Norwich
- £30,000 - £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Annual leave
- Life insurance
Quick apply
3d
HR Adviser - People Policy Governance
Norfolk County Council —Norwich
- £34,000 - £46,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Project management
- Employee discount
- Gym membership
10d
Collection Support Adviser
Norfolk County Council —Norwich
- £26,000 - £34,000 a year
- Full-time
- Hybrid work
- Customer service
- Travel
- In-person
- Employee discount
- Gym membership
10d
Trainee Mortgage Advisor
Haysto —Norwich
- £25,774 - £34,000 a year
- Full-time
- In-person
Quick apply
8d
Finance & Operations Manager/Executive PA
Avenue East Rentals —Norwich
- £13.00 - £13.50 an hour
- Temporary
- Hospitality
- Microsoft Excel
- Accounting
- Free parking
Quick apply
Sales Consultant
Haysto —Norwich
- £25,774 - £34,000 a year
- Full-time
- Customer service
- In-person
Quick apply
8d
Protection Advisor (Self-Employed)
Placing Faces —Aylsham
- Full-time
- Hybrid work
- Communication skills

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File Review Consultant

Alan Boswell Group -
Norwich

Quick apply

Job details

Permanent | Full-time
£25 - £35 an hour
11 days ago

Benefits

Company pension
Canteen
Private medical insurance
Employee discount
Enhanced maternity leave
Life insurance
Referral programme

Qualifications

Microsoft Word
Pension
Sage
Organisational skills
IT
Computer skills
Time management

Full job description

File Review Consultant

Department - Financial Services

Role purpose:

Undertake file reviews of advice provided by Financial Advisers against set criteria to ensure the activity undertaken by the Adviser is compliant and competent.
Have the requisite technical knowledge to undertake a full file review.
Ensure sufficient client information has been obtained.
Analyse the information gathered to ensure competence and compliance.
Ensure suitable recommendations are made.
Ensure all supporting documentation is maintained.
Have full knowledge and understanding of the Company’s compliance procedures.
Ensuring the Consumer Duty is embedded across the Financial Advisers.
Ensure compliance at all times with the relevant regulatory requirements of the Financial Conduct Authority (FCA).

Responsibilities:

Undertake file reviews of advice provided, with higher risk areas to be prioritised and agreed with the Directors or Technical Compliance Manager.
Submit your findings to the Technical Compliance Manager or Directors to discuss with the appropriate Financial Adviser.
Skills required:
Diploma qualified, preferably with Pension Transfer qualification.
Working technical knowledge of the range of pension, investment and life assurance products as well as FCA regulations.
An understanding of compliance and the importance of file reviews in the compliance framework.
Previous experience of file reviews is preferred, but not essential.
Computer skills – various software and in depth knowledge of back office administration system, although training will be given.
Flexibility and ability to work around review demands.
Ability to interact with the wider team.

Hours of Work/Remuneration:

Minimum of 10 hours per month, with the ability to increase the requirement to a maximum of 30 hours per month.
Competitive hourly rate c£25 to c£35 per hour.

Why Join Alan Boswell Group?

You’ll become part of a supportive, well-established team within a company known for its excellent culture, professional development, and commitment to customer service and employee wellbeing.

Benefits:

25 days holiday plus bank holidays
Paid sickness for all employees (20 days per year)
Holiday purchase – opportunity to purchase up to 3 days holiday at the beginning of the financial year
Bupa Health Cash Plan (ability to claim back cash on a number of different medical costs; access to mental, emotional, and practical support and advice, as well as the option of counselling)
Group Life Insurance (4x annual salary) with access to virtual GP service
Salary sacrifice pension (5% employer / 3% employee)
Perks at Work membership
Discounted insurance and financial services products
Bike2Work scheme
Employee referral incentive
Subsidised staff restaurant (Norwich office only)
Enhanced maternity leave
Funded professional memberships
Annual discretionary group bonus scheme
Annual salary reviews
Social activities including team and social events, cake days and dress down days
Discount on Theatre Royal, Norwich and membership of Norfolk Wildlife Trust
To find out more about how you can join us please send your CV to us by applying

Job Types: Full-time, Permanent

Pay: £25.00-£35.00 per hour

Work Location: Hybrid remote in Norwich NR1 1RE

Quick apply

Refine Your Search

financial adviser jobs in norwich, eng

File Review Consultant

Business Adviser (Innovation)

Norfolk Crisis and Resilience Assistant

Paraplanner / Technical Planner Financial Services

HR Adviser - People Policy Governance

Collection Support Adviser

Trainee Mortgage Advisor

Finance & Operations Manager/Executive PA

Sales Consultant

Protection Advisor (Self-Employed)

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