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Financial Advice Assessor , Quality Assurance & File Review , Pensions

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: JJ Search Ltd
Full Time position
Listed on 2026-07-23
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 55000 GBP Yearly GBP 55000.00 YEAR
Job Description & How to Apply Below
Location: Newcastle upon Tyne

JJ Search Ltd is hiring a Financial Advice Assessor , Quality Assurance & File Review , Pensions based in Newcastle Upon Tyne, Tyne and Wear, North East, UK
.

This is a Full time opportunity (£55,000).

The Client

A well-established Wealth Management firm.

The Role

This is a fantastic opportunity to join a highly credible Wealth Management company working in their Newcastle office. The Financial Advice Assessor will be Level 4 Qualified and undertake file reviews to make sure the Wealth Management firm is providing a high quality level of advice in line with internal policies and FCA requirements.

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