job / training and competence adviser west central scotland glasgow 3763

Training and Competence Adviser - Glasgow

Financial Services
Ref: 3763 Date Posted: Tuesday 22 May 2018
Share
More

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 laurar@lusona.co.uk