|Location: SIDMOUTH, DEVON||Salary: 25000 - 30000 GBP Per Annum|
|Sector: Insurance||Job Type: Contract|
|Shift Type: N/A||Applications: N/A|
|Posted: 3 days ago||Reference: 3078284|
Candidates should demonstrate a good level of industry knowledge, ideally having worked within an IFA and with exposure to Pensions, Investments and Protection and be able to work under pressure in a challenging and rewarding role.
• Writing suitability reports on all areas of financial planning.
• Working one on one with the Advisor to ensure full completion of fact find and other Know Your Client information.
• Technical research to help formulate recommendations.
• Ensuring client files and electronic records are up to date and compliant.
• Working closely with administration team to ensure advice is implemented correctly.
• Excellent understanding of the full advice process and compliance requirements.
• Ability to identify gaps, particularly in Know Your Client documents, and be proactive and confident in obtaining this information from advisors.
We are looking for someone who can do more than follow instructions to produce a standard suitability report.
• We are looking for someone who is proactive and enthusiastic with ideas that can help to improve processes, suitability report templates and other areas of the business.
Job Type Permanent, Full time (preferred) OR Part time considered.
Working for a smaller business means you will receive flexibility in terms of working hours if required, exposure to a whole of market, technical support role where you will have opportunity to progress and grow with the firm.
Level 4 Diploma is desirable, working towards will be considered.
To find out more, please email an up to date CV to firstname.lastname@example.org and for a confidential discussion please call me on 0117 930 4820.
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