Senior Financial Advice Technician | Flexible Hours

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 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.