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Financial Services Technical Assistant

Job LocationEdinburgh
EducationNot Mentioned
Salary30,000 - 35,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Exciting New FinancialServices Opportunity in EdinburghHybrid/WFH - Study SupportSalary up to £35K DOE/Qualifications Highly competitive benefits package including attractivepension and bonusREED are delighted to be working in an exclusive partnership with a well-respected Financial Planningcompany who are looking for an experienced financial services professional to join their existing, established team.You will have wide-ranging productknowledge, and excellenttechnical, analytical, and compliance experience.Key responsibilities will include:

  • Review and assess a broad range of complex cases within set timescales
  • Caseloads identified within the risk framework and expert assessment required to minimise risk
  • Be proactive and reactive in providing expert feedback to management and the wider network
  • Identify and escalate any issues raised from case checking to the Risk Team and Senior Management
  • Facilitate network feedback and business improvement
Key skills required:
  • Expert in assessing non-standard and complex Investment, Pension, IHT, Protection and Mortgage cases
  • Experienced in providing focused feedback and guidance to Management and the wider network
  • Ensure that business submitted fits within the regulatory and compliance frameworks
  • A relevant recognised industry qualification such as the Diploma in Regulated Financial Planning (DipPFS ) is desired,working towards completion willbe considered
Study support and a clear career progression route is offered. This is an opportunity not to be missed, for those looking to take the next step in their Financial Services Career. Submit your CV to avoid disappointment!

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