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Documentation Advice Triage Checker

Date Posted: 15/10/2018 | Deadline: 16/11/2018 | Ref: KL/ATC/RY

Job Type: Fixed-Term, Full-Time
Location: Leeds
Salary: £250 to £300 per day
Benefits: Competitive Salary.

We are currently recruiting for a Documentation Triage Checker Contractor, to work under a 4-6 month fixed-term contract; contracting rate is £250-£300 per day. 

In this role you will be responsible for undertaking a preliminary advice check/triage of files awaiting assessments by a CF30 to ensure the information is accurate and complete and all required documentation is present also. Therefore, you will deliver a high quality triage advice checking service to our clients in line with Tenet core values, service level agreements, FCA regulation, and Tenet policy; whilst achieving qualitative and quantitative targets.

The successful applicant will be responsible for the following:

  • Undertake preliminary assessment of a file to ensure in line with Tenet policy standards i.e. ensure no omissions or missing documentation.
  • Ensure that the CF30 file assessor is in possession of all required information to complete the assessment of advice suitability.
  • Manage own workload within given timescales, taking ownership of meeting team objectives.
  • Ensure all systems and records are accurately completed.
  • Manage own competence to ensure maintained and CPD is recorded appropriately.
  • To provide feedback where appropriate; constructive and positively.

This role requires an individual who can demonstrate the following experience, qualifications and competencies:

  • Full QCF4 or equivalent is essential; desirable qualifications are QCF Level 6 or equivalent, CeMAP, G60/AF3/AF7.
  • Experience is desirable in the defined benefits transfer market for example experience in ceding scheme information.
  • Knowledge of compliance and/or advice sector and experience of either advice assessment, file checking, paraplanning or advising.
  • Ability to take ownership of designated case assessments.
  • Be able to liaise effectively, helpfully and proactively with both internally and externally.
  • Ability to consult and coach advisers on advice documentation.
  • Familiarity with the FCA Rules and regulatory updates.
  • High levels of accuracy with an eye for detail.
  • Excellent communication and interpersonal skills both written and oral.
  • IT literate specifically in Word, Excel and Outlook.

If this role is of interest and you think you have the relevant skills and experience, we'd absolutely love to hear from you!


Send us your CV

Should you not see the ideal role for you in our vacancies section, who's to say that your ideal role isn't just around the corner for you here at Tenet?

We're always keen to hear from talented people with a background in financial services and those who are passionate about developing a career in the industry. We'd also love to hear from anyone who shares our passion for providing excellent service to clients, working as a team and striving to do their very best!

If this sounds like you, send us your CV, along with a covering letter including salary expectations to

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