Join the Edgewater team today!
The individual should have a thorough understanding of relevant financial products, the ability to assess suitability according to customer risk tolerance, a good awareness of Isle of Man tax associated with investment activities, a thorough understanding of regulatory requirements with regards to investment advice, and a minimum of 3 years relevant recent experience.
The successful applicant must be ‘Level 4’ qualified and hold the Chartered Insurance Institute Certificate in Pension Transfer Advice (or equivalent qualification), having the following credits:
– (R01) Financial services, regulation and ethics
– (R02) Investment principles and risks
– (R04) Pensions and retirement planning
– (AF7) Pension transfer advice
For more information on this exciting opportunity, please contact Gillian Dick or Lexie Brennan by e-mail at email@example.com.
A full job description is available at the following link: JD IFA Sept 2018