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

Radiology Partners Gulf Coast; Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm seeks a Technical Helpdesk & Training Support Manager in Manchester, offering a salary of £40K to £60K with a hybrid work model (1 day office, 4 days remote). The role involves advising IFAs, developing training, and promoting services. The ideal candidate will possess a Level 4 qualification and relevant financial planning knowledge, with the opportunity for permanent employment in a progressive firm.

Qualifications

• Level 4 qualified in financial planning, willing to study for L6.
• Good knowledge across investments, pensions, saving, tax & trust issues.
• Previous experience in Compliance, IFA Sales, or as a Paraplanner preferred.

Responsibilities

• Advise IFAs on financial products and issues.
• Develop and deliver training support for clients.
• Attend industry events to promote services.

Skills

Financial Planning Knowledge

Advising IFAs

Training Development

Knowledge of Investments

Knowledge of Pensions

Knowledge of Tax

Knowledge of Trust Issues

Education

Level 4 Qualification in Financial Planning

Job description

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

Ref: 4119D

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

Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk & Training support manager. Duties will include;

• Advising IFAs on FP sales whether investments, pensions, saving, tax & or trust issues
• Assist in improving firms written support in these area
• Developing & delivering training support in these area (whether online or face to face)
• 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. You must also be happy to deliver training though no previous training experience required.

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.