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File Reviewer

  • Warszawa, mazowieckie pokaż mapę
  • Specjalista
  • 25.07.2017

    Pracodawca ma prawo zakończyć rekrutację we wcześniejszym terminie.

    File Reviewer
    Work place: Warszawa

    We're looking for File Reviewers to join us in Warsaw

    • Working in a fast paced environment, you'll review Regulated Financial Advice given by RBS Financial Advisers 
    • Be part of a project that is constantly evolving in an area with a strong emphasis on team work and collaboration across all work streams

    What you'll do

    You'll work as part of a department that manages the review of regulated advice, from desk top review through to customer contact and remediation. As such, you'll carry out desktop reviews of historic advice to assess suitability and to deliver fair and consistent customer outcomes. 

    Your role will involve: 

    • Reviewing the suitability of recommendations by Financial Advisers in line with regulatory and business compliance requirements 
    • Being responsible for methodical and effective case load and pipeline management to make sure customer files are reviewed and actioned within service level agreements 
    • Preparing written recommendations which sets out the optimum way forward 
    • Potentially contacting customers to check their recollections of the meetings that took place where there are certain areas of the advice that appear to be unclear from our files

    The skills you'll need

    You'll ideally be experienced file reviewers of regulated financial advice, but we'll support and develop your understanding of our methodologies and guidance. CFA or EFPA or equivalent certification is a plus or equivalent experience will be considered as a plus as well and you are familiar and have knowledge of Investment Products. 

    We'll look to you to demonstrate: 

    • An understanding of the financial services marketplace and what suitable advice looks like
    • The ability to work on your own initiative, with an organised and methodological approach
    • Analytical and IT skills 
    • Excellent interpersonal and communication skills
    • Self motivation and the ability to work as part of a team

    How we’ll reward you

    You’ll start on a competitive reward package. Your package includes the chance to join our benefits scheme and to choose from a range of protection, healthcare or lifestyle extras.


    At RBS, we want everyone to feel welcome. That’s why we want you to know that we will work with you to make the application process as smooth as possible. So please just let us know if you need any adjustments or support – we'll do whatever we can to help.

    If we do offer you a job, we’ll discuss with you how we can help set you up for success – by making adjustments to your working environment if required.

    Please enclose the following statement in your application:
    Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w moich dokumentach aplikacyjnych dla potrzeb niezbędnych do realizacji procesu rekrutacji (zgodnie z ustawą z dn. 29.08.97 roku o Ochronie Danych Osobowych Dz. Ust Nr 133 poz. 883).
    We kindly inform you that we will contact only chosen candidates.