Location
Liverpool
Salary Competitive TypePermanent WorkplaceOn-Site Ref87624
Are you an experienced Technical Specialist looking to advance your career within a highly regarded, client-focused financial planning firm?
We are recruiting on behalf of an award winning Chartered IFA. They are seeking skilled Technical Specialists to join their growing team and support their Financial Planners and Advisers in delivering tailored, high-quality financial strategies to a diverse client base.
The Role
As a Technical Specialist, you will play a vital role in supporting Financial Planners and Advisers by providing in-depth financial analysis, conducting research, and preparing suitability reports. You will be key to ensuring a high standard of client service, while maintaining full compliance with regulatory requirements.
Key Responsibilities
1. Assist Financial Planners and Advisers with research and analysis to meet client needs and objectives
2. Prepare comprehensive financial plans and suitability reports
3. Analyse client data, prepare cash flow models, and research financial products
4. Liaise with product providers and third parties to ensure smooth client service
5. Support the preparation and delivery of client presentations
6. Manage and monitor client annual reviews
7. Stay up to date with regulatory and industry developments
8. Ensure all activities meet internal and external compliance standards
This role may involve occasional travel for client meetings, and flexibility outside standard office hours may be required.
Candidate Profile
9. Minimum Diploma in Regulated Financial Planning
10. Minimum 3 years experience in a financial advice practice
11. At least 1 year of paraplanning experience
12. Strong analytical and communication skills
13. Organised, detail-oriented, and compliance-focused
Company Benefits
14. 25 days holiday plus bank holidays
15. Birthday off
16. Hybrid working (post-probation)
17. Cycle to work scheme
18. 10 x death in service
19. Private Medical Insurance
20. 5% pension contribution
21. Discretionary company bonus
22. Modern, newly designed office environment
23. Work with a Chartered firm recognised as one of the UKs Top 100 IFA firms
If youre looking to join a progressive and respected financial planning firm that values technical expertise and offers genuine career development, we want to hear from you.
Apply today or get in touch to learn more.