IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PRO[...]

Compliance Recruitment Solutions; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable recruitment firm is seeking a Technical Helpdesk & Training Support Manager in Manchester. This role involves advising IFAs on financial planning sales, improving the firm's written support, and delivering training support. The candidate should be Level 4 qualified and possess knowledge across investments, pensions, and tax issues. This position offers a hybrid work model, providing great flexibility with 80% remote work.

Benefits

Benefits package

Hybrid work model

Opportunity for permanent employment

Qualifications

• Proven knowledge across investments, pensions, savings, tax and/or trust issues.
• Willingness to study for Level 6 qualification.
• Flexibility to deliver training without prior training experience.

Responsibilities

• Advise IFAs on financial planning sales.
• Improve the firm's written support in financial planning.
• Deliver training support in financial planning areas.
• Promote the company's services at industry events.
• Assist with ad-hoc projects.

Skills

Level 4 financial planning knowledge

Investments knowledge

Pensions knowledge

Tax issues understanding

Trust issues knowledge

Training delivery skills

Education

Level 4 qualification

Job description

Technical Helpdesk & Training Support Manager

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUITPLIANCE, PRODUCT PROVIDERS OR SALES / PARAPLANNER EXPERIENCE)

£40K - £60K + Benefits 80% WFH (Manchester Area)

The role will involve:

• Advising IFAs on FP sales including investments, pensions, savings, tax and/or trust issues.
• Assisting in improving the firm's written support in these areas.
• Developing and delivering training support in these areas (online or face‑to‑face).
• Attending industry events to help promote the company’s services.
• Ad‑hoc projects as required.

Qualifications

You must be Level 4 qualified (and willing to study for L6 with support if not yet taken) and possess a good knowledge across investments, pensions, savings, tax and/or trust issues.

This role may suit someone already in a compliance role or an IFA salesperson or paraplanner looking to move into such a role. It may also be suitable for a product provider (account manager or technical support) looking for a similar position.

You must also be happy to deliver training, though no previous training experience is required.

Benefits

Excellent opportunity for permanent employment with a well‑respected and progressive firm. The role is hybrid in Manchester (1 day office; 4 days per week WFH).

The recruiter has stated that all applicants for this job should be able to prove that they are legally entitled to work in the UK. Through application, all candidates signify their acceptance of the above information and confirm that the information they provide is true and accurate to the best of their knowledge.