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Investment Suitability Review - Contract

Eingestellt von JCW Search Ltd

Gesuchte Skills: Sales, Client

Projektbeschreibung

Our client, a large Banking organisation, is currently recruiting for a number of candidates to join a large Investment Suitability Review based in London. The programme is due to be starting early 2015 but will be looking to start the interview process before the end of the year.

KNOWLEDGE

- Current knowledge of the Regulated Investment Suitability Regime and conduct of business including a range of all Investment products
- A working knowledge of regulated sales processes and associated sales documentation including fact finds and suitability letters
- Recent experience of working on regulatory driven reviews with a particular focus on investment suitability in the wealth management sector - including - ideally directly experience of working in response to and with/for the Regulator (FSA and FCA)

EXPERIENCE

- Regulated complaint handling
- FPC qualified
- Level 4 diploma
- CEMAP

For more information, please get in touch

Projektdetails

Einsatzort:
London, Vereinigtes Königreich
Projektbeginn:
asap
Projektdauer:
Keine Angabe

Vertragsart:
Contract
Berufserfahrung:
Keine Angabe

Geforderte Qualifikationen

Kategorie:
IT Entwicklung, Marketing/Vertrieb
Skills:
sales, client

Investment Suitability Review - Contract

Projektbeschreibung

Projektdetails

Geforderte Qualifikationen

JCW Search Ltd

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