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Ifa technical advisory – l4 financial planning knowledge required (suit compliance, product providers or sales/paraplanner experience)

Manchester
Permanent
Compliance Recruitment Solutions
Financial planner
Posted: 13 August
Offer description

S Posted byRecruiter/Support Consultant

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUITPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)

Ref: 4119D

£40K -£60K + Benefits 80% WFH (Manchester Area)

Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk & Training support manager. Duties will include;

1. Advising IFAs on FP sales whether investments, pensions, saving, tax & or trust issues Assist in improving firms written support in these area Developing & delivering training support in these area (whether online or face to face) Attending industry events to help promote thepany’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 apliance 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. You must also be happy to deliver training though no previous training experience required.

Excellent opportunity for permanent employment with well respected & progressive firm. NB the role is hybrid in Manchester (1d office; 4d pw WFH).

The recruiter has stated that all applicants for this job should be able to prove that they are legally entitled to work in the UK. Through application, all candidates signify their acceptance of the above information and confirm that the information they provide is true and accurate to the best of their knowledge.

Job ID 4119D

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Home > Jobs > Finance jobs > Financial planner jobs > Financial planner jobs in Manchester > IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)

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