Suitability Reports Coordinator
6 days ago
Suitability Reports Coordinator Job Description
Job Summary:
We are seeking a Suitability Reports Coordinator to join our team at Artemis Recruitment Consultants Ltd. In this role, you will assist in preparing suitability reports, drafting templates, and communicating with customers.
Key Responsibilities:
- Preparing suitability reports from approved templates
- Drafting templates for approval
- Obtaining quotations from providers
- Processing new business
- Providing policy information
- Demonstrating principles of Treating Customers Fairly in all customer dealings
- Communicating easily understandable recommendations to customers
- Complying with FCA rules and business procedures
- Creating compliant client files
- Supporting high-quality advice and service
- Completing CPD activity
- Reporting rule breaches to Senior Management
- Developing and maintaining high compliance standards
Requirements:
- FPC or Certificate of Financial Planning qualification (first paper required)
Estimated Salary Range: £25,000 - £35,000 per annum
About Our Company: Artemis Recruitment Consultants Ltd is a reputable recruitment agency specializing in financial services. We strive to deliver exceptional results and build lasting relationships with our clients and candidates.
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