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Aimtech Recruitment Ltd

Screened

Bracknell, South East

Posted 2 days ago

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About the role

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. xwzovoh Duetothehighvolumeofapplicationswereceive,,pleaseassumethatyourapplicationhasbeenunsuccessfulonthisoccasion. .

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