Senior Advice Technician - Technical Case Reviewer (Hybrid)
Altrad
Bromsgrove
Hybride
GBP 40 000 - 60 000
Plein temps
Hier
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Résumé du poste
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.
Prestations
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.
Responsabilités
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.
Connaissances
Technical knowledge of financial planning
Communication skills
Detail-oriented approach
Formation
Level 4 Diploma in Financial Planning
Description du poste
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.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.