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

Compliance Recruitment Solutions; Manchester; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading financial services firm in the Manchester area seeks a Technical Helpdesk & Support Manager. Candidates should have Level 4 financial planning qualifications and experience in advising on investments, pensions, and tax issues. This is an excellent opportunity for a permanent role in a well-respected company with a hybrid working model, offering £50K - £60K plus benefits.

Benefits

80% Work From Home

Benefits

Qualifications

• Must be Level 4 qualified and willing to study for Level 6.
• Experience in advising IFAs and colleagues on financial planning sales.
• Experience in compliance, IFA sales or paraplanning is preferable.

Responsibilities

• Advise IFAs on financial planning sales.
• Assist in improving written support.
• Attend industry events to promote services.
• Participate in ad hoc projects.

Skills

Financial Planning Knowledge

Advising on Investments

Pensions Knowledge

Tax Knowledge

Trust Issues Knowledge

Education

Level 4 Financial Qualification

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 & Support manager.

Responsibilities

• Advising IFAs and 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.