IFA TECHNICAL ADVISORY - L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVI...

Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid); Manchester; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading financial services firm in Manchester seeks a Technical Helpdesk Manager to advise on financial products and support IFAs. The role offers a hybrid work model with £50K-£60K salary. Candidates should be Level 4 qualified with relevant experience. This is an excellent opportunity for permanent employment in a progressive environment.

Benefits

Benefits including 80% WFH

Qualifications

• Must be Level 4 qualified and willing to study for Level 6.
• Good knowledge across investments, pensions, saving, tax, or trust issues.
• Experience in a Compliance role, IFA Salesperson, or Paraplanner is advantageous.

Responsibilities

• Advising IFAs and colleagues on financial product sales.
• Improving firm's written support on financial issues.
• Attending industry events to promote services.
• Ad hoc projects as required.

Skills

IFA knowledge

Financial planning

Advising

Communication

Education

Level 4 qualification

Job description

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 david@compliance…