KeyResponsibilities
Please ensure you read the below overview and requirements for this employment opportunity completely.
* Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments
* Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition
* Investigateclientqueriesthoroughlyandprovideclear,accurateresponses
* Carryoutcomparativeanalysistosupportwell-informedclientrecommendations
* Conducttechnicalresearchaspartofreviewingexistingfinancialarrangements
* Performtaxplanningassessmentswhereappropriate
* Createandinterpretcashflowmodelstosupportfinancialplanningadvice
* Prepareclientsuitabilityreportsandcorrespondencewithinagreedtimeframes,ensuringaccuracyandclarity
* Produceannualreviewreportsandclientcommunicationsinlinewithagreedservicelevels
* Ensureallclient-relatedworkmeetsregulatorystandardsandissupportedbyappropriatedocumentation
* AdhereatalltimestotherequirementsoftheFinancialServicesandMarketsAct2000andrelevantFinancialConductAuthority(FCA)rulesandprinciples
* Supportpositiveclientoutcomesbyfollowinginternalcompliancepoliciesandprocedures,includingthoserelatingtofinancialcrimeprevention(e.g.anti-moneylaundering,dataprotection,fraud,andanti-bribery)
* Stayinformedofrelevantdevelopmentsinproducts,legislation,andtechnicalguidance
* Maintaintherequiredlevelofprofessionalcompetencefortherole
* Completeandaccuratelyrecordongoingcontinuingprofessionaldevelopment(CPD)
SkillsandExperience
* HoldsaLevel4Diploma(orequivalentqualification)
* StrongworkingknowledgeofMicrosoftOfficeapplications,particularlyExcelandWord
* Effectivewrittenandverbalcommunicationskills
* Strongorganisationalandtimemanagementabilities
* Professionalandconfidenttelephonemanner
* Highlevelofaccuracyandattentiontodetail
* Goodplanningandcoordinationskills
Weareanequalopportunitiesemployerandwelcomeapplicationsfromallsuitablyqualifiedindividualsregardlessofrace,sex,disability,religionorbelief,sexualorientation,orage. xcswzye Duetothehighvolumeofapplicationswereceive,,pleaseassumethatyourapplicationhasbeenunsuccessfulonthisoccasion. .