Job Description
IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)
Ref: 4119D2
£50K -£60K + Benefits 80% WFH (Manchester Area)
Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk manager. Duties will include;
* Advising IFAs & colleagues on FP sales whether investments, pensions, saving, tax & or trust issues
* Assist in improving firms written support in these area
* Attending industry events to help promote the company’s services
* Ad hoc projects as required
You must be Level 4 qualified (& willing to study for L6 with support if not yet taken) with a good knowledge across investments, pensions, saving, tax &/or trust issues. It may suit someone already in a Compliance role or else an IFA Salesperson or Paraplanner looking to move into such or someone from a product provider (account manager or technical support) also looking for such.
Excellent opportunity for permanent employment with well respected & progressive firm. NB the role is hybrid in Manchester (1d office; 4d pw WFH).
So, if that sounds like you, then please send your details to our MD, David Symes FCA, at david@compliance...