Technical Consultant Financial Planning J891
£ 25,000 – £30,000
Chartered award winning Financial Planning firm with over 70 employees across 3 offices, the Altrincham office are currently recruiting for Technical Consultants.
The role of the Technical Consultant is to work alongside one of the Financial Consultants to provide an all-round financial planning service to clients. Ideally Diploma qualified, or very near to it, with a whole of market background. You will engage with the companys clients on a much more personal level and learn the softer skills required to become an adviser, whilst continuing with your studies to achieve Chartered status.
Previous relevant industry experience required (Sales Support / Paraplanning / previous advisory experience)
There are four vacancies in the Altrincham office, within general Financial Planning, Employee benefits and the Sports division. The starting salary for this role is up to £30,000 plus a bonus scheme.
There is a clear progression path for those that want to move on from a Technical Consultant role to an advisory role once Chartered.
- Provide technical support and back up to the Consultant/Director
- Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients in conjunction with the Paraplanning team
- To provide assistance to the Paraplanning team when workload dictates for all consultants
- Facilitate all advice within a strict ethical and compliance framework and under supervision of the Director
- Deal with client and insurer queries to completion via the telephone or in writing
- Ensuring your technical knowledge is kept up to date and that CPD records are filed monthly for compliance purposes
- Providing clear work requests to allow back office to support your client bank effectively whilst following processes
- Ensuring that internal systems are used effectively and accurately and that client detail is recorded and kept up to date
- Comply fully with all compliance regulations & requirements as detailed in the company compliance manual and in bulletins issued by the Head of Risk Management
5% Employer Contribution
4 x DIS
23 days holiday (increasing)
Buy or Sell up to 5 additional days holiday per calendar year
Birthday Day off
Please enquire confidentially using the details below quoting reference J891 , alternatively feel free to connect with me Diana Sproston on LinkedIn,
To apply for this position please call the office on 0161 973 0133 or email firstname.lastname@example.org
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