Financial Advisor

Uniting People; United Kingdom; Remote; GBP 60,000 - 80,000; Part time

Job summary

A financial advisory firm is seeking a Finance Advisor for a 6-week remote contract. Responsibilities include understanding IBCA compensation regulations and creating a user-friendly document on managing large sums of money, focusing on fraud avoidance and inheritance tax. Ideal candidates will have experience as financial advisors and the ability to simplify complex legislation.

Qualifications

• Experience as a financial advisor, preferably in a 121 setting.
• Ability to read legislation and translate it into clear documents.
• Understanding of compensation, fraud, and inheritance tax.

Responsibilities

• Read and understand regulations for IBCA compensation.
• Produce a document explaining management of large sums of money.

Job description

Overview

Contract: 6 weeks. Fully remote. £600 per day.

The team require a Finance Advisor to read and understand regulations for IBCA compensation and to put together a document advising those receiving compensation on how best to manage large sums of money (in terms of avoiding fraud, inheritance tax, etc.).

Responsibilities

• Read and understand regulations for IBCA compensation.
• Produce a document that explains how to manage large sums of money, focusing on fraud avoidance, inheritance tax, and related considerations.

Qualifications

• Financial advisor experience ideally in a 121 setting.
• Ability to read legislation and translate it into an easy-to-understand document.
• Understanding of compensation, fraud, and inheritance tax.