Job Alerts Call Icon Call Icon

File Reviewer | 6 Months

Be part of a talented, highly motivated and driven team within a reputable financial services group who continuously deliver exceptional client service levels which sets them apart from their competitors. You will be supported and encouraged to diversify your skills, whilst enjoying a competitive compensation package.

In this role you will ensure that all client and entity reviews are completed in accordance with procedures and specified timescales.

Responsibilities will include:

  • Undertaking reviews in accordance with policy and procedures including potential business reviews, periodic reviews, property reviews and exit reviews
  • Raising issues in a clear and concise manner
  • Identifying trends that lead to issues being raised
  • Assisting with documenting the management of ongoing complex issues
  • Maintaining registers of reviews with accurate data

Experience and skills required:

  • Relevant experience obtained in a trust and company environment
  • Completed a certified ICSA/STEP qualification is desirable
  • Basic Microsoft Excel and Word skills
  • Property administration experience is desirable

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

Related Jobs

Client Manager | Corporate

Achieve your highest potential in this ambitious and agile fiduciary business where you will be part of a truly diverse workforce, working in a collaborative environment that thrives on driving change and ensuring your talent will be nurtured and valued.

Ref: 39009

Trust Officer / Senior Trust Officer

An exciting opportunity has arisen for a Trust Officer or Senior Trust Officer to join a dynamic and modern financial services company.

Ref: 38192

Client Bookkeeper

An independent financial services organisation offering a decisive and dynamic environment, is seeking a Client Bookkeeper to assist with ensuring all bookkeeping information is collected and input from all client-facing departments in a timely and accurate manner.

Ref: 39002

Manager | Corporate Services

An international provider of corporate, private client and fund administration services are currently seeking a motivated individual to join their corporate services team.

Ref: 38998

Private Clients Administrator

An ideal opportunity to work in a fast moving, collaborative and employee-led working environment, as part of the private clients team within an international provider of financial services. Here you will have the opportunity to make a real difference in supporting the team members to achieve the organisations renowned high levels of service.

Ref: 39000

Apply for Job

File Reviewer | 6 Months
  • Accepted file types: pdf, doc, docx.
    Allowed file types are PDF, DOC and DOCX. Maximum file size 5mb.
  • By submitting this form, you agree to the Terms of Service and Privacy Policy, including Cookie Use.
  • Email to a Friend

    Share the position of File Reviewer | 6 Months
  • job alerts icon

    Don't miss out!

    Receive the latest jobs direct to your inbox with

    Job Alerts

    Rowlands FB