KeyResponsibilitiesLiaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessmentsReviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialpositionInvestigateclientqueriesthoroughlyandprovideclear,accurateresponsesCarryoutcomparativeanalysistosupportwell-informedclientrecommendationsConducttechnicalresearchaspartofreviewingexistingfinancialarrangementsPerformtaxplanningassessmentswhereappropriateCreateandinterpretcashflowmodelstosupportfinancialplanningadvicePrepareclientsuitabilityreportsandcorrespondencewithinagreedtimeframes,ensuringaccuracyandclarityProduceannualreviewreportsandclientcommunicationsinlinewithagreedservicelevelsEnsureallclient-relatedworkmeetsregulatorystandardsandissupportedbyappropriatedocumentationAdhereatalltimestotherequirementsoftheFinancialServicesandMarketsAct2000andrelevantFinancialConductAuthority(FCA)rulesandprinciplesSupportpositiveclientoutcomesbyfollowinginternalcompliancepoliciesandprocedures,includingthoserelatingtofinancialcrimeprevention(e.g.anti-moneylaundering,dataprotection,fraud,andanti-bribery)Stayinformedofrelevantdevelopmentsinproducts,legislation,andtechnicalguidanceMaintaintherequiredlevelofprofessionalcompetencefortheroleCompleteandaccuratelyrecordongoingcontinuingprofessionaldevelopment(CPD)SkillsandExperienceHoldsaLevel4Diploma(orequivalentqualification)StrongworkingknowledgeofMicrosoftOfficeapplications,particularlyExcelandWordEffectivewrittenandverbalcommunicationskillsStrongorganisationalandtimemanagementabilitiesProfessionalandconfidenttelephonemannerHighlevelofaccuracyandattentiontodetailGoodplanningandcoordinationskillsWeareanequalopportunitiesemployerandwelcomeapplicationsfromallsuitablyqualifiedindividualsregardlessofrace,sex,disability,religionorbelief,sexualorientation,orage. Duetothehighvolumeofapplicationswereceive,,pleaseassumethatyourapplicationhasbeenunsuccessfulonthisoccasion. .JBRP1_UKTJ