Senior Advice Technician - Technical Case Reviewer (Hybrid)

Altrad; Bromsgrove; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial services company is seeking an experienced Senior Advice Technician to review high-risk advice cases and ensure compliance with FCA regulations. Ideal candidates will have a Level 4 Diploma in Financial Planning or equivalent, along with strong technical knowledge and communication skills. Benefits include a competitive salary, pension scheme, flexible working arrangements, and support for professional qualifications. This role offers a blend of detail-oriented work and regular interaction with Financial Advisers.

Benefits

Competitive salary and benefits package

Comprehensive benefits including pension scheme

Discretionary bonus after full year's service

Flexible working arrangements

Shopping discounts

Qualifications

• Hold a minimum Level 4 Diploma in Financial Planning or be a Chartered Financial Planner.
• Strong technical knowledge of financial planning and FCA regulations.
• Experience reviewing complex advice cases.

Responsibilities

• Review high-risk advice cases for accuracy and compliance.
• Liaise with Financial Advisers to gather additional information if needed.
• Ensure systematic management of each case.

Skills

Technical knowledge of financial planning

Communication skills

Detail-oriented approach

Education

Level 4 Diploma in Financial Planning

Job description

A financial services company is seeking an experienced Senior Advice Technician to review high-risk advice cases and ensure compliance with FCA regulations. Ideal candidates will have a Level 4 Diploma in Financial Planning or equivalent, along with strong technical knowledge and communication skills. Benefits include a competitive salary, pension scheme, flexible working arrangements, and support for professional qualifications. This role offers a blend of detail-oriented work and regular interaction with Financial Advisers.