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Financial Services Case Checker / File Reviewer

Location: LEEDS, WEST YORKSHIRE Salary: 18000 - 25000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: 12 months ago Reference: 3055466
Financial Services Administrator / Case Checker Role - Leeds Salary up to £25k Dependent upon experience

I am delighted to be working in partnership with an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke service to their clients.
My client is currently looking to recruit a Financial Services Administrator or to join their expanding business in Leeds within the Case Checking team as soon as possible.
As a successful Case Checker you will be working as part of productive, high performing team to provide full support to the Advisers.
Your role would be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.
The role will be to check all the case files on behalf of the Paraplanners and ensure that everything is accurate.

Your duties would include:

Dealing with cases on behalf of the Advisors
Checking all details of the case and sending out the appropriate written correspondence.
Other ad hoc duties as required
Ensuring that all client records and data are maintained accurately and efficiently;

Ideally my client is looking for an experienced Financial Services individual for their Leeds office who has:

•Worked within a Financial Services organisation previously
• Proficiency in File reviewing of cases prior to going across to the Paraplanning team.

In return you will receive:

Full support by team managers
Exam and study time fully financially supported.
Discretionary pay rise through passing exams
23 days hol and option to buy up to 5 extra days
Pension scheme starting out at 1%, rising to 5%
Company pays, you don’t have to contribute
Career path from Case Checker to Paraplanner.

4 x Death in Service
Life Cover
PHI Policy

Flexible working hours
Team days out to the races
Annual salary review
Plush working environment in Leeds City Centre

In order to apply please contact Helen Spriggs on 0113 2368957 or email your cv to

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