Job Title

Client File Reviewer – Wealth Management - Blackpool - 12 Month FTCClient File Reviewer – Wealth Management - Blackpool - 12 Month FTC2 weeks ago Be among the first 25 applicants This range is provided by SJC Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay rangeDirect message the job poster from SJC Partners Director at Fractional CFO and SJC PartnersAre you detail-oriented, compliance-savvy, and experienced in reviewing client files within financial services? We’re partnering with a prestigious wealth management firm based in Blackpool, currently seeking a meticulousClient File Reviewerto join their team on a 12-month fixed-term contract. The Role: As aClient File Reviewer , you’ll play a key role in ensuring regulatory compliance and maintaining the highest standards of client care. Working closely with advisers and compliance teams, you’ll review and assess client files to ensure suitability, accuracy, and adherence to FCA guidelines. Key Responsibilities: Conduct detailed file reviews of new and existing client cases Identify and highlight areas of concern or non-compliance Provide clear, constructive feedback to advisers and paraplanners Assist in implementing improvements and remedial actions Maintain accurate records and ensure audit trail integrity Support wider compliance functions during audits and internal reviews Requirements: Previous experience in a similar file review or compliance role within wealth management / financial planning Strong working knowledge of FCA regulations and suitability requirements Excellent attention to detail and analytical thinking Strong communication and report-writing skills What’s on Offer: Supportive, collaborative working environment Opportunity to work with a highly regarded firm in the wealth management space Interested in this opportunity? Apply today to join a team where your compliance expertise will truly make an impact. For a confidential discussion, contact Paige Williams atSJC Partnersor submit your CV directly. Seniority levelSeniority level Associate Employment typeEmployment type Contract Job functionJob function Legal Industries Financial Services and Legal Services Referrals increase your chances of interviewing at SJC Partners by 2x Get notified about new Wealth Manager jobs inBlackpool, England, United Kingdom . We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr