Complete Client Fact Find process and ensure all documentary evidence is gathered from the Client, Provide reports to clients with reasons for recommending financial products.
DUTIES AND RESPONSIBILITES
Sharp individuals who have the ability to work independently with very little supervision
Excellent standard of English expected (Written and spoken)
Excellent report writing skills
Good analytical skills
Work UK hours (2.30pm to 10.30pm in the winter and 1.30pm to 9.30pm in the summer)
QUALIFICATIONS AND REQUIREMENTS
Identify Financial requirements of the client (Example mortgage and life insurance requirement), Evaluate the creditworthiness of the client by assessing their finances and Provide recommendations to Financial Advisors.
Complete Client Fact Find process and ensure all documentary evidence is gathered from the Client.
Provide reports to clients with reasons for recommending financial products.
Liaise with banks / Insurers as needed by providing documentation to back up the decisions made
Ensure all relevant Financial Conduct Authority (UK) laws are adhered to when processing Mortgage Applications