File Checker*

Recruitment Agency: Financial Divisions 

Location: 100% remote - work from anywhere in the UK

Working hours: full-time 

Salary: £45,000 - £46,000 per annum

  • Fully Remote | Chartered Firm | High-Quality Advisers | Career Progression

    Are you a Diploma-qualified paraplanner, file checker or ex-adviser who wants a role with zero sales pressure, no client chasing, and complete flexibility — while still using your technical knowledge every day?

    This is a rare opportunity to join one of the UK’s most respected Chartered IFA firms, home to some of the highest-performing advisers in the country. Their advice standards are exceptional — which means you’re reviewing quality work, not firefighting poor advice all day.

    If you want a role where your expertise is valued, your voice matters, and you can work from anywhere in the UK, this could be the perfect next step.

    Why This Role Stands Out

    • 100% remote – work from anywhere in the UK

    • Chartered, award-winning firm with an outstanding reputation

    • High-quality advisers (genuinely some of the top earners in the UK)

    • Supportive, modern compliance culture – not box-ticking, not punitive

    • Clear progression into senior file checking, technical, or compliance roles

    • No client management, no sales pressure, no weekend work

    • Stable, secure role ideal for paraplanners wanting a new direction

    The Role

    You’ll be part of the compliance team, ensuring the firm continues to deliver exceptional, FCA-compliant advice. Your work directly protects clients and supports advisers in maintaining the highest standards.

    Your responsibilities include:

    • Reviewing advice files across pensions, investments, protection, bonds, trusts, VCT/EIS/BR, at-retirement planning and more

    • Ensuring suitability reports and recommendations meet FCA and internal standards

    • Providing clear, constructive feedback to advisers

    • Identifying risks, inconsistencies or gaps and escalating where needed

    • Supporting the wider compliance team with ad-hoc projects

    • Helping maintain the firm’s Chartered-level advice quality

    This is not a “tick-box” compliance role — you’ll be part of a collaborative team that genuinely values technical insight and encourages continuous improvement.

    What We’re Looking For

    • Level 4 Diploma in Financial Planning (essential)

    • Experience in file checking, paraplanning, report writing or advising

    • Strong understanding of pensions and investments

    • Confident decision-maker with excellent communication skills

    • Someone who enjoys technical work and wants a long-term, stable role

    Who This Role Is Perfect For

    • A paraplanner who wants to move into compliance without losing technical challenge

    • A file checker looking for a better culture and higher-quality advice to review

    • An ex-adviser who wants stability, no sales pressure, and a fully remote lifestyle

    • Someone who wants to work for a firm that genuinely values professionalism

    If you want a role where:

    • You’re trusted

    • You’re respected

    • You’re not micromanaged

    • You can work from anywhere

    • And you’re part of a firm that actually cares about doing things properly

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