Andy File Associates Limited is working as a Recruitment Agency on behalf of our client with regards this permanent position.
Key Responsibilities
Main Purpose: The creation of suitability letters/reports
Main Purpose/ Functions
- To assimilate and segregate information gathered by the Adviser on the CFR
- To liaise with the Adviser as appropriate to fill any information gaps
- To collate ceding scheme information to ascertain all present and appropriately dated
- To work within and stay up to date with Template changes and Advice notes
- To maintain quality of documentation by paying attention to detail
Construct a Compliant and Robust Suitability Letter
- To work within a regulated environment
- To work within the constraints of templates including APTUS
- To replay client wants, needs, problems and consequences of no action
- To write the letter using correct grammar and spelling
- To stay abreast of legislative changes
- Liaise with Head Office admin centres as required
- Familiar with all major research systems (eg, Analytics, Voyant, etc.)
- To use checklists to ensure quality of documentation is suitable
Achieve and maintain relevant Qualifications
- Responsible for own study
- Diploma qualified or working towards it
- Able to pass regular internal testing of knowledge
- Attend forums and workshops as appropriate
- Considering Chartered FP
Qualities and skills
- The ability to balance conflicting demands in a calm and friendly manner
- Ability to work autonomously and remotely
- Analytical with precise attention to detail
- Ability to accurately transpose information
- Prior Para Planning experience
- Comfortable with templated Suitability Letters
- Experience in setting up and maintaining systems, processes and procedures
Responsible to : The Practice Manager
The above is a overview of the role , this will develop over time in line with requirements of the Practice.