Perspective Financial Group Ltd seeks a Technical & Advice Documentation Specialist to support the Group's Consumer Duty obligations by ensuring the technical suitability of advice and that client-facing documentation is clear and accurate.
As an all-rounder, you will work across technical advice support and advice documentation and systems, collaborating with Financial Planners, Paraplanners, Compliance, Risk and Operations to develop breadth as well as depth in your expertise.
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Remote Technical & Advice Documentation Specialist employer: Perspective Financial Group Ltd
Perspective (North East) Ltd / Perspective (BLM) is an excellent employer that values its employees by offering a supportive work culture and a competitive salary package. Located in Oulton, the company provides a 35-hour work week with opportunities for professional growth and participation in various staff schemes, making it an ideal place for those seeking meaningful and rewarding employment in the financial sector.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
