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£30,000 Per Annum
Full Time, Permanent
England,
Ref 804103140
Posted 16 days ago
Frequently Asked Questions:
How many Interviewer (Banking) jobs are available on Pertemps?
There are 1 Interviewer (Banking) jobs available on Pertemps right now.
What does a Interviewer (Banking) do?
Tasks required include:
- Predicts the likely long- and short-term future performance of securities and other financial products and advises upon what will be an appropriate investment for their clients.
- Analyses the financial position of clients, considering outgoings, dependants and commitments.
- Advises on the relative merits of pension schemes, insurance policies and mortgages that best meet the needs of clients given their personal circumstances.
- Monitors information on the socio-economic environment and interprets the implications of such information for their clients.
- Prepares summary reports of findings for fund managers.
- Keeps up to date with financial products, legislation and requirements for compliance with the relevant regulatory authority.
- Identifies and attracts new clients by arranging visits and explaining the benefits of financial products.
What are the entry requirements for a Interviewer (Banking)?
There are no formal academic requirements although entrants usually possess GCSEs/S grades and a degree in a relevant subject is sometimes required. Training may be undertaken in-house or entrants may attend courses run by professional institutions. Registration with a regulatory authority is required in some positions.