Structural Revit Technician

The Bbc; City Of London; Hybrid; GBP 24,000 - 27,000; Full time

Job summary

A respected financial services organisation is looking for a Senior Advice Technician. In this role, you will collaborate with advisers on complex cases, ensure advice quality, and support training for new team members. The ideal candidate will be close to achieving Chartered Financial Planner status and have a strong understanding of FCA regulations. Benefits include flexible working options, bonuses after a year, and support for professional qualifications.

Benefits

Competitive salary

Discretionary bonus

Contributory pension scheme

Flexible working arrangements

Support for professional qualifications

Qualifications

• Strong understanding of personal and corporate financial planning principles.
• Ability to make confident decisions on high-risk cases.
• Experience in supporting audits and improving regulatory processes.

Responsibilities

• Collaborate with advisers on intricate financial planning cases.
• Apply sound judgement to manage high-risk advice files.
• Train and induct new team members, sharing knowledge.

Skills

Chartered Financial Planner status

Understanding of FCA regulations

Reviewing adviser case files

Decision making on complex cases

Mentoring or training experience

Tools

Microsoft Office

Cash-flow modelling tools

Research systems

Job description

Are you a seasoned financial planning professional looking for a role where your expertise truly makes a difference? This Senior Advice Technician position offers the chance to influence advice quality, support advisers on complex cases, and help deliver outstanding client outcomes.

What you will be doing

• Collaborating with advisers on intricate financial planning cases to achieve the best possible solutions.
• Applying sound judgement to high‑risk advice files, safeguarding both clients and the firm.
• Handling advanced technical queries and researching thoroughly to provide accurate, informed responses.
• Supporting audits and contributing to improvements in advice and regulatory processes.
• Training and induction for new team members, sharing knowledge to develop others.

Requirements

• Essential: Chartered Financial Planner status or close to completion; strong understanding of personal and corporate financial planning principles and FCA regulations; proven experience reviewing adviser case files and providing constructive feedback; ability to make confident, well‑informed decisions on complex or high‑risk cases.
• Desirable: Previous experience in mentoring or training; familiarity with Microsoft Office, cash‑flow modelling tools, and research systems.

Location & Working Hours

Meet candidates within commuting distance of Bromsgrove. 28.8 hours per week (4 days), 52 weeks per year.

Salary

£24,569 – £26,114 per annum (including London weighting).

Company

Our client is a respected financial services organisation with a reputation for delivering exceptional advice and client outcomes. They offer a collaborative environment where technical expertise is valued and professional growth is encouraged.

Benefits

• Competitive salary and discretionary bonus after a full year’s service.
• Contributory pension scheme.
• Option to buy and sell holiday, plus birthday off and additional holiday days for long service.
• Christmas and summer parties, health and well‑being resources, shopping discounts.
• Support for further professional qualifications and career progression.
• Flexible working arrangements, including hybrid options.

Call us now on 0208 0044 154 or click Apply.