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I need someone to write suitabity reports for an I.F.A.

  • Posted:
  • Proposals: 8
  • Remote
  • #207470
  • Completed
Kim H.KKS Online Solution &.Martin S.Ashley H.Hassan A. + 3 others have already sent a proposal.
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Description

Experience Level: Entry
You will need to be able to read and understand fact finds and be able to use a template system to write suitabilty/reasons why reports for financial products such as isas and bonds.

An understanding of the compliance issues surrounding financial services would be very helpful

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