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Financial Services Trainer - QCF Level 4 Qualified
Eingestellt von Hudson Retail Financial Services
Gesuchte Skills: Sales, Client
Projektbeschreibung
As the ideal candidate you will have the following skills, knowledge and background:
- Must be QCF Level 4 Qualified
- Experience in delivering regulated investment and protection related training to an experienced adviser or equivalent population
- Working knowledge of FCA requirements and approach to remediation and file review methodology
- Familiarity with regulated advice/sales process in relation to retail customers
- Working knowledge of range of retail investment products, including ISAs, Bonds, OEICS and other collective investments
- Working knowledge of range of protection products and needs, including IHT planning
- Working knowledge in use of Suitability Advice Guidelines and similar documentation
Desirable:
- G60 or equivalent pension transfer qualification
- Quality control experience
- Investment file checking experience
- SIPP file review experience
- Deeper knowledge of protection products, particularly where used in conjunction with trusts and/or IHT planning
If you are interested in this excellent contract-opportunity, please send an updated copy of your CV for review immediately.
Please note you will receive an automated response advising you that we have received your CV.
Hudson is a leading provider of permanent recruitment, contract professionals and talent management solutions worldwide.
Projektdetails
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Einsatzort:
City, Vereinigtes Königreich
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Projektbeginn:
asap
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Projektdauer:
3 months
- Vertragsart:
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Berufserfahrung:
Keine Angabe
Geforderte Qualifikationen
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Kategorie:
IT Entwicklung, Marketing/Vertrieb