Are you a seasoned financial planning professional looking for a role where your expertise truly makes a difference? This Senior Advice Technician position offers the chance to influence advice quality, support advisers on complex cases, and help deliver outstanding client outcomes.
What you will be doing
* Collaborating with advisers on intricate financial planning cases to achieve the best possible solutions.
* Applying sound judgement to high‑risk advice files, safeguarding both clients and the firm.
* Handling advanced technical queries and researching thoroughly to provide accurate, informed responses.
* Supporting audits and contributing to improvements in advice and regulatory processes.
* Training and induction for new team members, sharing knowledge to develop others.
Requirements
* Essential: Chartered Financial Planner status or close to completion; strong understanding of personal and corporate financial planning principles and FCA regulations; proven experience reviewing adviser case files and providing constructive feedback; ability to make confident, well‑informed decisions on complex or high‑risk cases.
* Desirable: Previous experience in mentoring or training; familiarity with Microsoft Office, cash‑flow modelling tools, and research systems.
Location & Working Hours
Meet candidates within commuting distance of Bromsgrove. 28.8 hours per week (4 days), 52 weeks per year.
Salary
£24,569 – £26,114 per annum (including London weighting).
Company
Our client is a respected financial services organisation with a reputation for delivering exceptional advice and client outcomes. They offer a collaborative environment where technical expertise is valued and professional growth is encouraged.
Benefits
* Competitive salary and discretionary bonus after a full year’s service.
* Contributory pension scheme.
* Option to buy and sell holiday, plus birthday off and additional holiday days for long service.
* Christmas and summer parties, health and well‑being resources, shopping discounts.
* Support for further professional qualifications and career progression.
* Flexible working arrangements, including hybrid options.
Call us now on 0208 0044 154 or click Apply.
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