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Financial Promotions Officer

Financial Promotions Officer

  • Location

    Gloucester

  • Sector:

    Compliance & Financial Crime

  • Job type:

    Permanent

  • Salary:

    £35k - 40k per year

  • Contact:

    Aman Kumar

  • Contact email:

    Aman.Kumar@jcwresourcing.com

  • Contact phone:

    02035899300

  • Job ref:

    LM52394

  • Published:

    9 months ago

  • Expiry date:

    2020-03-25

  • Consultant:

    #

Job Role: Financial Promotions Officer

Department: Financial Promotions

Location: Gloucester

I am currently helping my client, an established and respected Wealth Management firm, look for a Financial Promotions Officer to join their team based in Gloucester.

Responsibilities include (but are not limited to):

  • Assist colleagues/other departments in the business with queries relating to financial promotions
  • Develop relationships with stakeholders
  • Promoting the firm's financial products to clients/customers
  • Deliver compliant financial promotions, keeping the submitter informed of progress
  • Meeting deadlines
  • Negotiate and persuade submitters, where necessary, to make required amendments
  • Ensure advertising, mailshots and websites are clear and compliant with all regulatory requirements
  • Make recommendations to continually improve the quality of financial promotions and the function itself

To be considered for this position you ideally need to:

  • Have 1-2+ years' experience approving financial promotions
  • Have a good understanding of the financial services sales process
  • Have worked in Wealth Management or Banking
  • Have strong product knowledge
  • Preferably have completed or be working towards obtaining the Diploma in Financial Planning
  • Effective communication skills, having prior experience in a client-facing/sales/onboarding role for example

If you are interested in this position and your experience meets the requirements, please apply via the button below. If you do not receive a response on your application in 3-5 working days, please assume your application has been unsuccessful on this occasion.

If you are interested in a new opportunity but your experience doesn't fit this role, please e-mail me at amelia.grocock@jcwresourcing.com with an up to date CV and I will get back to you.

If you are not interested but know someone who might be then JCW offer a generous referral scheme reward, whereby anyone who refers us to a successfully placed candidate is entitled to up to £250 worth of vouchers.