Legacy Asset Transfer Consultant

Recruiter
Anonymous
Location
Swindon
Salary
25000.00 - 30000.00 GBP Annual + GBP25000 - GBP30000/annum
Posted
15 Feb 2017
Closes
15 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Our client is looking for LAT CDA Consultant responsible for the Input of LAT cases into the LAT system.

Inputting data provided by advisers onto the Legacy Asset Transfer system for an end output of a Reduction in Yield cost analysis in an accurate and timely manner.

Main Accountabilities

-The role holder will have responsibility for the input of the LAT calculation.
-Completion of QA
-Proactively build relationships with local Sales Management, RDR consultants & LAT Consultants to support company programme for LAT Submission.
-Provide expert input to targeted Partners and practice staff
-Act as a point of expertise for Partner's, Sales Management & the wider business to ensure that their needs are met & issues resolved.
-Undertake all aspects of the role in an ethical and compliant manner.
-Ensure Targets and SLAs are achieved

The successful candidate will have a high level of integrity balancing all stakeholders interests. Be able to work at all times lawfully and in accordance with pre-defined regulatory, compliance and financial requirements e.g. Data Protection, Code of Conduct, Health and Safety and Financial Conduct Authority Standards.

Qualifications/Experience
The following qualification is advantageous but not essential:

-Diploma or studying towards Diploma Level 4

The following experience is essential:

-Sound knowledge of Financial Services
-Dealing with difficult customer situations

Knowledge of the following is essential:

-COBS product and sales process
-COBS regulatory requirements
-TCF
-Data Protection
-Anti Money Laundering

If you feel you have the skills and experience outlined above, we look forward to receiving your application!

Contact Victoria via email (Email Removed) or call (Apply online only)