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Independent Financial Advisor
2 months ago
About the Company:
Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international actuarial and pension trustee firms, to advise former UK pension members, now resident overseas, in respect of enhanced transfer value offers being made available to them.
Relevant Skills and Knowledge:
- Technical knowledge and qualifications (e.g. QCA Level 4 exams) or equivalent
- Detailed knowledge and understanding of the firm’s compliance procedures including record keeping requirements
- Provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures
Responsibilities:
- Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice for approved persons and the relevant FCA rules at all times
- Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
- Keep up to date with all relevant product, legislative and technical changes
- Provide financial review services to existing clients in a timely manner and in accordance with the firm’s procedures
- Prospect and contact potential clients in accordance with the firm’s business plan and supervisor’s guidance
- Ensure sufficient client information obtained and analyse information gathered
- Undertake sufficient product and market research
- Ensure suitable recommendations are made
- Ensure all supporting documentation is maintained
- Ensure a current statement of professional standing (SPS) is held at all times
- Attain and maintain level of competence as required by the firm
- Maintain all standards of performance as required by the firm
Qualifications:
A competitive salary and bonus package is on offer for the successful candidate so please apply today and we call you to discuss the role in more detail.
