Suitability Report Specialist

3 days ago


Bristol, Bristol, United Kingdom VPA London Full time

Suitability Report Specialists play a crucial role in ensuring that clients receive tailored advice that meets their individual needs. As a Suitability Report Specialist at VPA London, you will be responsible for drafting comprehensive reports that adhere to compliance requirements.

We require a skilled professional with 1-3 years of experience in the industry, a good understanding of FCA COB rules, and a Level 4 Diploma in Financial Planning. Strong analytical skills and attention to detail are essential for this role.

The successful candidate can expect a salary of £40,000, flexible working arrangements (3 days in office), private medical and dental insurance, employee pension scheme, and 24 days annual leave.



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