Technical Financial Advisor - CF30

Recruiter
Intega IT Recruitment Ltd.
Location
Newbury, UK
Salary
Competitive
Posted
19 Jun 2019
Closes
27 Jun 2019
Ref
1185403347
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Technical Financial Advisor - CF30 required to join Fin Tech company with their financial advisory team you will be responsible for delivering affordable immediate retirement advice to customers.

Responsibilities

? Checking and signing off financial advice for customers reaching retirement age (CF30 authorisation will be required immediately with competent adviser status will be required within 3 months - support will be given to achieve this). NB no pension transfer, opt-out or conversion of safeguarded benefits is involved.

? Assisting customers with day to day queries and resolving any issues with their suitability reports or related administration.

? Contributing to ideas and ongoing improvement of the service.

? Support with operations and compliance as and when required.

The job-holder will be responsible for contributing to the successful delivery of Financial Adviser┬Ěs team ongoing objectives. This will involve:

? Helping to deliver honest, affordable and customer-focussed retirement advice.

? Adhering to compliance and operations policies and procedures at all times.

Skills and Experience

Experience

? Certified Financial Planner/DipPFS as a minimum with CPD maintained from passing DipPFS to date

? 5+ years technical, paraplanning or advisory experience

? Confident with all types of pension schemes and products and pension benefits

? Happy working independently and comfortable being part of a small team

? Chartered status or an intention to work towards this is desirable

This job was originally posted as www.totaljobs.com/job/86926844

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