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Wealth Assessor (Level 4) - HYBRID

Job LocationLeeds
EducationNot Mentioned
Salary32,000 - 35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Do you hold DipPFS or CeMAP (or equivalent) and keen to work within a compliance roleOur 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, youll enjoy 3 days in the office and 2 workingfrom 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. Youll contact Advisers primarily by phone, to clarify the information provided and challenge, where necessary.Benefits include:-* £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 supportCandidates 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. Thisis 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.Know someone who the above job would be a perfect fit forREFER THEM ...and receive £250 when they start in their new role!

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