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IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE), Warrington, Cheshire
Client:
Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
Location:
Warrington, Cheshire
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
Posted:
10.06.2025
Expiry Date:
25.07.2025
Job Description:
IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)
Ref: 4119D
Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk & Training support manager. Duties will include:
* Advising IFAs on financial planning sales, including investments, pensions, savings, tax, and trust issues.
* Assisting in improving the firm's written support in these areas.
* Developing & delivering training support, both online and face-to-face.
* Attending industry events to promote the company's services.
* Handling ad hoc projects as required.
You must be Level 4 qualified (willing to study for Level 6 with support if not yet qualified) with good knowledge across investments, pensions, savings, tax, and trust issues. The role may suit someone already in a compliance role, an IFA salesperson, a paraplanner, or someone from a product provider (account manager or technical support) looking to transition. You should also be comfortable delivering training, although prior training experience is not required.
This is a permanent employment opportunity with a well-respected & progressive firm. The role is hybrid in Manchester (1 day in the office; 4 days WFH).
If interested, please send your details to our MD, David Symes FCA, at [emailprotected], including your home address or postcode and a contact number. Please note that we cannot reply to all applications; only successful candidates will be contacted. Your details will not be shared without your permission.
Compliance Recruitment Solutions Limited (CRS) acts as an employment agency for this role. All applicants must be able to prove their legal right to work in the UK. By applying, candidates agree to the above terms and confirm that the information provided is accurate.
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