Providing financial products and services to customers, helping them achieve their business goals. Occupational Profile The role has responsibility for providing products and services to a portfolio of customers, to help them achieve their business goals alongside delivering the Bank’s business plan, whilst meeting the required ethical, risk and governance standards. The role may
Professional Accounting Taxation Technician
Working as an accountant or bookkeeper for an accounting practice, business, organizations or HMRC. Occupational Profile Individuals in the role of a Professional Accounting/Tax Technician will have responsibility for creating, and / or verifying and reviewing, accurate and timely financial information within the organization in which they are employed or on behalf of another
Probate Technician
Assisting a probate lawyer to administer the estate of a deceased person. Occupational Profile The role of a Probate Technician is to support the fee earning activities of a principal probate practitioner by working on a brief defined by the supervisor to action legal and tax procedures related to the administration of an estate.
Payroll Administrator
Setting up and operating the payroll within the organization in which they are employed or on behalf of another organization Occupational Profile Payroll Administrators will, typically, have responsibility for setting up and operating the payroll within the organization in which they are employed or on behalf of another organization. The role may be located
Paraplanner
Assisting financial advisers with researching, analysing and preparing financial reports for clients. Occupational Profile Due to recent regulatory changes, there is an increasing demand for professionally qualified technical support in Financial Adviser businesses. The role of the Paraplanner is to assist the Financial Adviser in researching analyzing & preparing compliant financial reports for clients
Paralegal
Providing legal support, including administrative tasks, carrying out research and drafting legal documents and forms. Occupational Profile Provide legal support whilst working under supervision. Typical activities that may be carried out, but are not exclusive to this role include: Managing data/records Reviewing documents Drafting and producing legal documents and standard forms Assisting with the
Motor Finance Specialist
Offering and administering finance packages to customers buying vehicles Occupational Profile This standard contains 2 roles in a core and options structure. Both roles provide information in relation to aspects of Motor Finance for an Intermediary (Retailer/Broker) or their customer – primarily offering and/or administering finance packages to customers buying vehicles. This may include
Mortgage Adviser
Giving clients advice on appropriate mortgages and related protection products such as life insurance or sickness and unemployment insurance. Occupational Profile Mortgage advice is provided by a number of different types of businesses; direct to consumer through banks & building societies and also via mortgage intermediaries in the form of independent brokers or advisers
Licensed Conveyancer
Responsible for legal matters relating to the transfer of ownership of land or property, managing client portfolios and providing conveyancing legal services. Occupational Profile Licensed Conveyancers are specialist property lawyers who deal with all legal matters relating to the transfer of ownership of land or property from a seller to a buyer; as well as
Investment Operations Technician
Supporting teams that carry out investment transactions on behalf of individuals or organizations. Occupational Profile Investment Operations Technicians work within the operational and administrative areas of businesses in the Financial Services sector that engage in investment management, trading and reporting activities. Transactions in these businesses can range in size from hundreds of pounds to
