Ifa Technical Advisory – L4 Financial Planning ; Suit Compliance, Product Pro

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)

Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk manager. Duties will include;

• Advising IFAs & colleagues on FP sales whether investments, pensions, saving, tax & or trust issues
• Assist in improving firms written support in these area
• Attending industry events to help promote the company’s services
• Ad hoc projects as required

You must be Level 4 qualified (and willing to study for Level 6 with support if not yet taken) with a good knowledge across investments, pensions, saving, tax &/or trust issues. It may suit someone already in a Compliance role or else an IFA Salesperson or Paraplanner looking to move into such or someone from a product provider (account manager or technical support) also looking for such.

Excellent opportunity for permanent employment with a well respected & progressive firm. NB the role is hybrid in Manchester (1 day in office; 4 days pw WFH).

To apply , please send your details to our MD, David Symes FCA, at da (including home address or post code & a contact no).

Note:

we cannot reply to all applications; only successful applications will be contacted. Your details will not be passed on without your explicit permission.

Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency in relation to this role. The recruiter has stated that all applicants for this job should be able to prove that they are legally entitled to work in the UK. By applying, you signify your acceptance of the above information and confirm that the information you provide is true and accurate to the best of your knowledge.

• Associate

• Full-time

• Administrative and Legal

• Financial Services, Insurance, and Pension Funds

Referrals increase your chances of interviewing at Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid) by 2x.