Technical Service Adviser

Recruiter
MERJE Ltd
Location
Manchester
Salary
35000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time

Our client is a well-respected financial services organisation looking for a Technical Service Adviser to deliver high quality regulatory support and guidance in relation to client file reviews.

The role-

  • Review client files in line with company procedures.
  • Construct a professional and clear report on each file identifying areas where the firm can improve their regulatory behaviour;
  • Build rapport with Business Consultants in order to forge good communication links and help provide a bespoke service.
  • Maintain up-to-date CPD records demonstrating that skills and knowledge required to do the job are being maintained and enhanced
  • Provide support to the Technical Services Partner as required
  • Assist other Technical areas (Policy, Helpdesk) as required.

Key Requirements-

  • Financial Planning Certificate (or equivalent - Diploma in Financial Planning preferred
  • Sound knowledge of UK regulatory framework
  • 3 years financial services industry experience, of which 1 year should involve regulatory experience in relation to client file reviews.