John Kelly's talks on Tax and Inheritance Tax Planning bring light relief, and possible tax relief to a problem many of us face, that can be mentally, and financially taxing.
We are seeking a compliance officer. The successful candidate will be qualified to at least FPC and have had prior experience in the independent sector. The role will involve at least:
- Regular review of the FSA website and news bulletins
- Succinct reporting to our team of advisers around the country
- Cold file reviews
- Systems development and management
- Management of our CPD scheme
It is vital that the candidate understands the role of compliance which is not to "gold plate" the regulations and prevent business, but to assist in the profitable delivery of value-added services to clients in a fair way.
Salary negotiable but around mid £30ks
Please send your cv to john@squareonefinancial.co.uk
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