Part of LSL Property Services, Personal Touch is an Appointed Representative Network within the Financial Service sector. Based within our Solihull offices we are looking to recruit an experienced Mortgage & Protection Reviewer.
Personal Touch Financial Services prides itself in supporting financial advice experts in delivering the very best in quality customer service. Through an effective and efficient service of high quality tailored advice, we believe our customers should receive a service that they want to go back to again and again.
The objective of this role will be to to support the Head of Quality with effective management of risk via the First Line of defence through review of member files for suitability of advice, in line with Personal Touch
guidance and Service Level Standards. In order to do this the role holder will amongst other duties review allocated cases to assess suitability of advice and adherence to TCF principles, recording activity and outcomes in line with departmental standards and SLA’s. You will build positive, beneficial relationships with Advisors through regular contact and feedback provided to them and report any breaches of Personal Touch and FCA standard through the correct channels.
The successful candidate will have a strong analytical ability and be able to effectively as part of a team. You will be an excellent communicator and have a keen eye for attention to detail along with the ability to work under pressure and to prioritise your workload.
The ideal candidate will be fully CeMap (or equivalent) qualified with Level 3 Financial Services Qualification and ideally working towards Level 4.
If you are interested in applying for this position please forward you CV to firstname.lastname@example.org
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