The main duties will include the following:-
Regular on-site visits to customers, technical research; S166 skilled persons work; production of white papers and newsletters; audits; client file assessments.
Candidates should have a good grasp of technology and possess excellent inter personal skills as well as in-depth regulatory knowledge.
Essential knowledge requirements: COBS, SUP, SYSC. Desired knowledge requirements: ICOBS, MCOB, CONC, CASS, IPRU-INV, MIPRU.
Ideally, candidates should be qualified at or working towards Chartered Financial Planner.
The consultant would receive training prior to taking over the account management of numerous customers.
The remuneration package will be competitive and include additional benefits such as a matched 5% pension contribution; death in service benefits; private Medical with all business expenses reimbursed.
To be considered you must be able to demonstrate the following:-
- Diploma Qualified and currently a Senior Field Based Compliance Officer
- Exposure to dealing with ICOBS, MCOB, CONC, CASS, IPRO-INV IPRU
- Keen to move towards Chartered Financial Planning level
The salary and benefits are exceptional.
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