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

Energy Jobline ZR; Manchester; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading financial services firm in Manchester is seeking a Technical Helpdesk Manager. The role involves advising IFAs on investments, pensions, and tax issues while supporting written tasks and attending industry events. Candidates must be Level 4 qualified and eager to develop further. Offering £50K-£60K with an 80% work from home arrangement. Please apply to the MD, David Symes FCA at the provided email.

Qualifications

• You must be Level 4 qualified & willing to study for Level 6.
• Good knowledge across investments, pensions, saving, tax &/or trust issues.

Responsibilities

• Advising IFAs & colleagues on financial planning sales.
• Improve the firm's written support on financial planning topics.
• Attend industry events to promote the company’s services.
• Assist with ad hoc projects as required.

Skills

Financial Planning Knowledge

Advising IFAs

Taxation Knowledge

Investment Knowledge

Education

Level 4 Qualification

Job description

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We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.

Job Description

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

Ref: 4119D2

£50K -£60K + Benefits 80% WFH (Manchester Area)

Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk manager. Duties will include:

• Advising IFAs & colleagues on FP sales whether investments, pensions, saving, tax & or trust issues
• Assist in improving firms written support in these area
• Attending industry events to help promote the company’s services
• Ad hoc projects as required

You must be Level 4 qualified (& willing to study for L6 with support if not yet taken) with a good knowledge across investments, pensions, saving, tax &/or trust issues. It may suit someone already in a Compliance role or else an IFA Salesperson or Paraplanner looking to move into such or someone from a product provider (account manager or technical support) also looking for such.

Excellent opportunity for permanent employment with well respected & progressive firm. NB the role is hybrid in Manchester (1d office; 4d pw WFH).

So, if that sounds like you, then please send your details to our MD, David Symes FCA, at [e-mail] (including home address or post code & a contact no) however please note we cannot reply to all applications so only successful applications will be contacted (although under no circumstances are your details ever passed on without your specific permission).

Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency in relation to this role. 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.

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.