Overview
IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, 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;
Responsibilities
* Advising IFAs on FP sales whether investments, pensions, saving, tax & trust issues
* Assist in improving firms written support in these areas
* Developing & delivering training support in these areas (whether online or face to face)
* Attending industry events to help promote the company’s services
* Ad hoc projects as required
Requirements
You must be Level 4 qualified (willing to study for Level 6 with support if not yet taken) with a good knowledge across investments, pensions, saving, tax & trust issues. It may suit someone already in a Compliance role or a 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 is required.
Additional Information
Excellent opportunity for permanent employment with a well respected & progressive firm. NB the role is hybrid in Manchester (1 day in office; 4 days per week WFH).
If this sounds like you, please send your details to our MD, David Symes FCA, at david@compliancerecruitment.com (including home address or post code & a contact number). Please note we cannot reply to all applications, so only successful applications will be contacted (although under no circumstances are your details ever passed on without your specific permission).
Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency in relation to this role.
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.
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