Lusona Financial Services are recruiting for a pension provider that has an opportunity for a Training and Competence Adviser to carry out reviews under the FCA training and competence regime.
You will currently be working in a similar environment and be experienced in overseeing the administration functions in relation to managing investments and carrying out contracts of insurance which are life policies.
You will be responsible for reviewing settlements and monitoring and processing corporate actions, reviewing client account administration and performance measurement, ISA and CFT administration, and investment trust savings scheme administration. Reviewing new business administration, policy alterations, and fund switching.
Suitable applicants will hold the relevant financial services qualifications and enjoy keeping up to date with changes in FS legislation.
For more information on this role please contact Laura Randall at Lusona on 01698 535878 or email firstname.lastname@example.org