About this role
File Reviewer at TrinityBridge. Location: United Kingdom. Role: reviewing files, assessing suitability, escalating issues Requirements: Level 4 Diploma in Regulated Financial Planning (or equivalent), CPD maintenance, strong knowledge of UK retail investment advice, ability to assess suitability, apply internal standards, and provide constructive feedback. Category: Legal and Compliance Seniority: Mid Level Certifications: level 4 diploma in regulated financial planning, cpd Commitment: Full Time Workplace: Remote Languages: English