Senior Advice Technician

IDEX Consulting; England; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking a Senior Advice Technician to enhance advisory outcomes through high-quality technical guidance. This role includes providing support on complex financial planning cases, ensuring advice standards remain high, and assisting in training new recruits. Ideal candidates will have a Chartered Financial Planner status or be working towards it, along with strong organisational skills and excellent knowledge of financial planning. The position offers flexible working options and a competitive benefits package.

Benefits

Flexible working options

Competitive holiday allowance

Annual bonus

Health & well-being support

Professional development pathways

Retail and lifestyle discounts

Qualifications

• Chartered Financial Planner status or final stages of achieving Chartered.
• Strong commitment to ongoing professional development and further qualifications.
• Experience supporting financial advisers, including constructive review of case files.

Responsibilities

• Provide constructive technical support on complex financial planning cases.
• Respond to routine and advanced technical queries.
• Assist the Advice Assurance team with training of new recruits.

Skills

Chartered Financial Planner status or working towards

Excellent knowledge of personal and corporate financial planning

Experience supporting financial advisers

Strong organisational skills

Confident using Microsoft Office

Job description

A fantastic opportunity has arisen to join a well-established and growing national financial services organisation. This is an excellent role for someone who is passionate about delivering high-quality technical support within financial planning and is keen to contribute to a business undergoing strong and sustained growth.

About the Role

As a Senior Advice Technician, you will play a key part in enhancing advisory outcomes by providing high-quality technical guidance at both the initial and final stages of the advice process. You will work closely with advisers and key stakeholders across the business, applying sound judgement on more complex cases and ensuring advice standards remain high.

Key Responsibilities

• Provide constructive technical support and insight to advisers on complex financial planning cases
• Apply clear and informed professional judgement on cases carrying higher levels of risk
• Respond to both routine and advanced technical queries, conducting in-depth research where required
• Support enhanced post-audit reviews and contribute to maintaining advice standards
• Assist the Advice Assurance team with induction, on-boarding and training of new recruits
• Maintain advanced technical and regulatory knowledge through consistent CPD, aligned with the firm's T&C framework
• Contribute to the technical development of other Advice Technicians through knowledge sharing and guidance

What We're Looking For

• Chartered Financial Planner status, or working toward the final stages of achieving Chartered
• A strong commitment to ongoing professional development and further qualifications
• Excellent knowledge of personal and corporate financial planning and its regulatory requirements
• Experience supporting financial advisers, including constructive review and feedback of case files (KYC, research, reports)
• Strong organisational skills with the ability to prioritise effectively in a fast-paced environment
• Confident using Microsoft Office, cashflow analysis tools and research systems

Benefits & Perks

• Flexible working options and competitive holiday allowance, including birthday leave and holiday buy/sell schemes
• Regular company social events, including annual celebrations
• Pension scheme and life assurance cover
• Discretionary annual bonus (post qualifying period)
• Health & well-being support, including cashback options and discounted gym memberships
• Professional development pathways, supporting your learning and career progression
• Retail and lifestyle discounts across a wide range of high-street and online brands

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.