Home Based Role - Competence Assessor - National Financial Adviser ??Reaching out to those with an interest in Competence & Supervision who are also Diploma qualified. ???�????�?You will work with advisers on their annual competence review assessing a variety of data streams and outputs over the course of the year to feed into an annual review and sign off meeting. ???You will have the ability to build rapport quickly, a keen eye for detail, current and detailed knowledge of the advisory landscape, and the ability to tackle what on occasion may be challenging conversations. ???????You may be looking to make a move into T&C, away from File Review, Paraplanning or Advising for example, or already be working in it and fancy a role that may come at it from a slightly different perspective! ????Pls do get in touch ASAP to learn more...
Back to searchCompetence Assessor
Phoenix Talent Partners
Posted 3 days ago, valid for a day
Leeds, West Yorkshire LS14 1DZ
Full Time
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Sonic Summary
- The job is for a Home Based Competence Assessor in the National Financial Adviser sector.
- Candidates should have a Diploma qualification and experience in Competence & Supervision.
- The role involves assessing advisers' annual competence reviews using various data streams and outputs.
- Strong rapport-building skills, attention to detail, and knowledge of the advisory landscape are essential for this position.
- Salary details are not provided, but candidates should have relevant experience in fields like T&C, File Review, Paraplanning, or Advising.
