1 to 1 of 1 Actionable Recommendations Jobs in Central London with Remote Work Options

Initiate discussions on potential process enhancements with management and senior leadership. Participate in roundtable meetings with report writers to analyze review findings and propose actionable recommendations for improvement. Qualifications needed for the role of File Reviewer: University graduate or equivalent combination of education and experience. Level 4 qualified … financial planning principles, particularly in pension planning. Proficient knowledge of the FCA's COBS requirements for suitability. Previous experience in reviewing files containing personal recommendations for retail clients. Ability to articulate complex issues effectively, both in writing and face-to-face. Strong interpersonal skills with a focus on delivering more »