Insurance and Financial Services Professional
15 hours ago
Artemis Recruitment Consultants Ltd is seeking an experienced Insurance and Financial Services Professional to join our team. In this role, you will assist in preparing suitability reports, drafting templates, and providing excellent customer service.
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
Qualifications and Skills:
- FPC or Certificate of Financial Planning qualification (first paper required)
Compensation: The salary range for this position is £25,000 - £35,000 per annum, depending on experience.
About Our Company: Artemis Recruitment Consultants Ltd specializes in recruiting top talent for financial services roles. Our team is dedicated to building strong relationships with our clients and candidates.
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