Financial Advice Technician

1 day left

Recruiter
Anonymous
Location
Bromsgrove
Salary
35000.00 - 45000.00 GBP Annual
Posted
09 Nov 2016
Closes
07 Dec 2016
Sectors
Accountancy
Contract Type
Permanent
Hours
Full Time
Leading Financial Services IFA require an Financial Advice Technician dealing with Regulated Advice to work from Bromsgrove office

Advice Technician - GBP35,000 - GBP45,000 pa plus benefits.Modern offices with Car Parking Facilities

Proposition:

* 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 T&C 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 also a Senior Financial Planning Technician ( salary linked to experience)

Apply now or call David Fletcher on (Apply online only) for more information

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

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