Senior Paraplanner & Case-Review Specialist

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

Job summary

A financial services firm in Bolton is seeking an experienced Senior Advice Technician. This role involves reviewing high-risk advice cases, ensuring accuracy and compliance before presentation to clients. Candidates should hold at least a Level 4 Diploma in Financial Planning, with Chartered Financial Planner status being an advantage. This position offers a stable environment within a supportive team and is ideal for Senior Paraplanners or Financial Advisers looking for a technical focus.

Qualifications

• Minimum Level 4 Diploma in Financial Planning required.
• Chartered Financial Planner status or in-progress.
• Strong technical knowledge of financial planning.

Responsibilities

• Review high-risk advice cases before client presentation.
• Assess case details for accuracy and compliance.
• Liaise with Financial Advisers for additional information as needed.

Skills

Strong communication skills

Technical expertise in financial planning

Detail-oriented approach

Education

Level 4 Diploma in Financial Planning

Chartered Financial Planner status or working towards completion

Job description

A financial services firm in Bolton is seeking an experienced Senior Advice Technician. This role involves reviewing high-risk advice cases, ensuring accuracy and compliance before presentation to clients. Candidates should hold at least a Level 4 Diploma in Financial Planning, with Chartered Financial Planner status being an advantage. This position offers a stable environment within a supportive team and is ideal for Senior Paraplanners or Financial Advisers looking for a technical focus.