Senior Advice Technician

Premier Jobs UK Limited; Bath; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Bath seeks an experienced Senior Advice Technician to review high-risk advice cases and ensure compliance. The role involves regular interaction with Financial Advisers in a supportive team environment. Key qualifications include a Level 4 Diploma in Financial Planning and strong technical knowledge. Ideal for Senior Paraplanners or Financial Advisers looking to advance their careers, this role promises a rewarding and varied experience.

Qualifications

• Must hold minimum Level 4 Diploma in Financial Planning.
• Chartered Financial Planner status or working towards completion.
• Strong technical knowledge of financial planning.

Responsibilities

• Review high-risk advice cases before presentation to clients.
• Assess each case for accuracy and compliance.
• Approve files or liaise with Financial Advisers for additional information.
• Maintain regular interaction with advisers.

Skills

Strong technical knowledge of financial planning

Clear and professional communication

Education

Level 4 Diploma in Financial Planning

Chartered Financial Planner status or working towards

Job description

Job Description

Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact.

About the Role: This position focuses on reviewing high‑risk advice cases before they are presented to clients. You'll carefully assess each case, ensuring all details are accurate and compliant, and either approve the file or liaise with the Financial Adviser to gather additional information. Regular interaction with advisers is a key part of the role, so you'll need to be confident in your approach and able to communicate clearly and professionally. The work is systematic and detail‑oriented, offering variety and the satisfaction of seeing each case through to completion.

This role could be ideal for :

• A Senior Paraplanner seeking a new challenge.
• A Financial Adviser looking to move into a technical and quality‑focused position.

You’ll join a well‑established team where most members have been with the business for many years, reflecting a supportive and stable environment.

Senior Advice Technician Requirements

Essential

• You must hold minimum Level 4 Diploma in Financial Planning
• Chartered Financial Planner status or working towards completion.
• Strong technical knowledge of financial planning an...