Are you a seasoned financial planning professional looking for a role where your expertise truly makes a difference? This Senior Advice Technician job offers the chance to influence advice quality, support advisers on complex cases, and help deliver outstanding client outcomes.
About the Role
In this position, you'll act as a trusted technical resource, guiding advisers through challenging scenarios and ensuring advice meets the highest regulatory standards. Your input will be key in strengthening the advice process and maintaining robust compliance across the business.
What you'll be doing:
1. Collaborating with advisers on intricate financial planning cases to achieve the best possible solutions.
2. Applying sound judgement to high-risk advice files, safeguarding both clients and the firm.
3. Handling advanced technical queries, researching thoroughly to provide accurate, informed responses.
4. Supporting audits and contributing to improvements in advice and regulatory processes.
5. Assisting wit...