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

Compliance Recruitment Solutions; Manchester; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services firm in Manchester is seeking a Technical Helpdesk & Training Support Manager. This hybrid role involves advising IFAs on financial planning and delivering training support. Candidates should be Level 4 qualified in financial planning and have a good understanding of investments, pensions, and tax issues. This is a permanent opportunity with a progressive firm.

Qualifications

• Level 4 qualified or willing to study for Level 6.
• Good knowledge across investments, pensions, savings, tax, and trust issues.
• Comfortable delivering training.

Responsibilities

• Advising IFAs on financial planning sales including various areas.
• Improving written support materials.
• Developing and delivering training support.
• Handling ad hoc projects.

Skills

Financial Planning Knowledge

Advising Investors

Training Delivery

Presentation Skills

Education

Level 4 Financial Planning Qualification

Job description

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

Ref: 4119D

Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk & Training Support Manager. Duties will include:

• Advising IFAs on financial planning sales, including investments, pensions, savings, tax, and trust issues
• Assisting in improving the firm's written support materials in these areas
• Developing and delivering training support, either online or face-to-face
• Attending industry events to promote the company's services
• Handling ad hoc projects as required

You must be Level 4 qualified (willing to study for Level 6 with support if not yet qualified) with good knowledge across investments, pensions, savings, tax, and trust issues. This role may suit someone already in a compliance role, an IFA salesperson, a paraplanner seeking to move into training or technical support, or someone from a product provider such as an account manager. You must also be comfortable delivering training, though previous training experience is not required.

This is a fantastic opportunity for permanent employment with a well-respected and progressive firm. NB: the role is hybrid in Manchester (1 day in the office, 4 days WFH).

If interested, please send your details to our MD, David Symes FCA, at [emailprotected], including your home address or postcode and a contact number. Please note we cannot reply to all applications; only successful candidates will be contacted. Your details will not be shared without your permission.

Compliance Recruitment Solutions Limited (CRS) acts as an employment agency for this role.

Applicants must be legally entitled to work in the UK. By applying, candidates accept the terms and confirm that the information provided is true and accurate to the best of their knowledge.