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DATE ADDED: Wed 31/10/2018

Financial Advice Technician

Bromsgrove, UK

JOB TYPE: Permanent

Leading Financial Services IFA require an Financial Advice Technician dealing with Regulated Advice to work from Bromsgrove office
Advice Technician - Very Competitive salary plus benefits.Modern offices with Car Parking Facilities
* Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company.
* They pride themselves on being a people based business and promote opportunities for career development within the company wherever possible.
* Your role as an Advice Technician will be to have an understanding of the firm’s regulated financial advice in order to develop the company’s technical knowledge.
* You will be offering a constructive contribution into technical discussions and developing the company’s advice / regulatory processes.
* Undertaking advice audits on both pre-submission and post submission in line with the business TC and providing contrastive / informative feedback to relevant parties (Senior level undertakes higher risk cases).
* Performing assessments on specific cases, which carry a high risk to the client, firm and/or IFA and be involved in investigations where necessary.
* Maintaining a good level of knowledge and technical understanding of all financial planning concepts and regulatory focuses through the completion of annual CPD
* You will be involved in technical and regulatory development of IFA’s and staff to ensure the company maintain their high standard for knowledge of compliant procedures across all levels of staff.
* The company continually look to develop their own staff with regular career development opportunities available on all levels.
Criteria: Advice Technician (Compliance)
* Level 4 Diploma required
* Willingness to take further qualifications, as relevant to your role
* High level of accuracy and attention to detail
Note: In addition to this role there is a Trainee Financial Planning Technician and also a Senior Financial Planning Technician ( salary linked to experience)
Apply now or call David Fletcher Regional Recruitment Consultant on (phone number removed)
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information are given in good faith and uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS LTD gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltd
for any loss or damage which may arise out of any person relying on or using any information within this advert
Role: Financial Advice Technician
Job Type: Permanent
Location: Bromsgrove, Worcestershire,

Apply for this job now.