Advice Technician

Leonardo Hotels; Bromsgrove; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading hospitality provider is seeking a Senior Advice Technician in Bromsgrove. This role emphasizes reviewing high-risk advice cases and requires a Level 4 Diploma in Financial Planning. Candidates should have strong technical knowledge and experience in analyzing complex advice. The position offers a competitive salary, comprehensive benefits, and hybrid working arrangements, making it ideal for qualified professionals looking for long-term growth and stability.

Benefits

Competitive salary and benefits package

Contributory pension scheme

Discretionary bonus after full year's service

Flexible working arrangements

Support for further professional qualifications

Qualifications

• Minimum Level 4 Diploma in Financial Planning required.
• Chartered Financial Planner status or pursuing it is preferred.
• Experience in reviewing complex advice cases and providing feedback.

Responsibilities

• Review high-risk advice cases for accuracy and compliance.
• Assess and approve files while liaising with advisers.
• Ensure clear communication and professional interaction.

Skills

Strong technical knowledge of financial planning

Communication skills

Ability to assess compliance

Education

Minimum Level 4 Diploma in Financial Planning

Chartered Financial Planner status or working towards

Job description

Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact.

About the Role

This position focuses on reviewing high-risk advice cases before they are presented to clients. You'll carefully assess each case, ensuring all details are accurate and compliant, and either approve the file or liaise with the Financial Adviser to gather additional information. Regular interaction with advisers is a key part of the role, so you'll need to be confident in your approach and able to communicate clearly and professionally. The work is systematic and detail-oriented, offering variety and the satisfaction of seeing each case through to completion.

Responsibilities

• Review high-risk advice cases.
• Assess accuracy and compliance of each file.
• Approve files or liaise with advisers for additional information.

Requirements

• Minimum Level 4 Diploma in Financial Planning.
• Chartered Financial Planner status or working towards completion.
• Strong technical knowledge of financial planning and FCA regulations.
• Experience reviewing complex advice cases and providing feedback.
• Must have LTD company and company insurances to apply.
• Right to live and work in the UK.

Desirable

• Advanced qualifications and working towards (or holding) Chartered status.
• Previous experience as a Senior Paraplanner or Financial Adviser.
• Familiarity with cashflow modelling tools and research systems.

Benefits

• Competitive salary and benefits package.
• Comprehensive benefits including contributory pension scheme, discretionary bonus after full year's service, option to buy and sell holiday, birthday off and additional holiday days for long service.
• Christmas and summer parties, health and wellbeing resources, shopping discounts.
• Support for further professional qualifications and career progression.
• Flexible working arrangements.
• Hybrid working options.