Job Description
Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact.
About the RoleThis position focuses on reviewing high-risk advice cases before they are presented to clients. Youll carefully assess each case, ensuring all details are accurate and compliant, and either approve the file or liaise with the Financial Adviser to gather additional information.Regular interaction with advisers is a key part of the role, so youll need to be confident in your approach and able to communicate clearly and professionally. The work is systematic and detail-oriented, offering variety and the satisfaction of seeing each case through to completion.This role could be ideal for:
* A Senior Paraplanner seeking a new challenge.
* A Financial Adviser looking to move into a technical and quality-focused position.
Youll join a well-established team where most members have been with the business for many years, reflecting a supportive and stable environmentSenior Advice Technician Requirements
1. Essential:
2. You must hold minimum Level 4 Diploma in Financial Planning
3. Chartered Financial Planner status or working towards completion.
4. Strong technical knowledge of financia...