Job description
A fantastic opportunity has arisen to join a well-established and growing national financial services organisation. This is an excellent role for someone who is passionate about delivering high-quality technical support within financial planning and is keen to contribute to a business undergoing strong and sustained growth.
About the Role
As a Senior Advice Technician, you will play a key part in enhancing advisory outcomes by providing high-quality technical guidance at both the initial and final stages of the advice process. You will work closely with advisers and key stakeholders across the business, applying sound judgement on more complex cases and ensuring advice standards remain high.
Key Responsibilities
1. Provide constructive technical support and insight to advisers on complex financial planning cases
2. Apply clear and informed professional judgement on cases carrying higher levels of risk
3. Respond to both routine and advanced technical queries, conducting in-depth research where required
4. Support enhanced post-audit reviews and contribute to maintaining advice standards
5. Assist the Advice Assurance team with induction, on-boarding and training of new recruits
6. Maintain advanced technical and regulatory knowledge through consistent CPD, aligned with the firm's T&C framework
7. Contribute to the technical development of other Advice Technicians through knowledge sharing and guidance
What We're Looking For
8. Chartered Financial Planner status, or working toward the final stages of achieving Chartered
9. A strong commitment to ongoing professional development and further qualifications
10. Excellent knowledge of personal and corporate financial planning and its regulatory requirements
11. Experience supporting financial advisers, including constructive review and feedback of case files (KYC, research, reports)
12. Strong organisational skills with the ability to prioritise effectively in a fast-paced environment
13. Confident using Microsoft Office, cash-flow analysis tools and research systems
Benefits & Perks
14. Flexible working options and competitive holiday allowance, including birthday leave and holiday buy/sell schemes
15. Regular company social events, including annual celebrations
16. Pension scheme and life assurance cover
17. Discretionary annual bonus (post qualifying period)
18. Health & well-being support, including cashback options and discounted gym memberships
19. Professional development pathways, supporting your learning and career progression
20. Retail and lifestyle discounts across a wide range of high-street and online brands