A Financial Advisory firm based in city centre of Manchester is looking to add to their Technical Adviser support cohort, with an additional team member. This company have been in business for a few decades and have built up a sound reputation as being a safe pair of hands; this has led to year on year organic growth within independent and group wealth portfolios.

The opportunity on offer will see you work closely with the Financial Planners to interpret and communicate the advice followed by detailed information on the clients circumstances, risk appetite and objectives. This will mean that you will produce suitability and advice letters following comprehensive product and fund research, conducted on various research tools and systems, guided by the Financial Planners. You will also be involved in the progressive implementation of AI within the business and shape how the benefits the back office function.

There is a low staff turnover and a team which works collaboratively and supportively. The environment would be ideal if you prefer a modest size organisation as opposed to a large national firm.

As this isn’t a role which requires full independent research from the meeting notes (Paraplanner), as the advisers would tend to make these decisions, this role would ideally suit someone who is in an Adviser Support capacity at the moment and would like to focus more on the technical side and less on the Administration support. In many ways it is a trainee Paraplanner role.

Salary to £38,000, hybrid working, generous pension contributions, holidays and bonuses.