Financial Services Trainer - QCF Level 4 Qualified

My high-profile global Banking client seeks a Financial Services Trainer with experience in delivering regulated investment and protection related training to an experienced advisers or equivalent population.

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.

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