Advice Technician

Resource Matters
30000.00 GBP Annual
10 Aug 2017
18 Aug 2017
Contract Type

Our clients are a national IFA firm who are directly authorised and enjoying on-going expansion. They now seek a further advice technician.


??Developing a thorough understanding of the firm's Advice Guidance, as and when delivered

??Participating in and delivering comprehensive financial research in all financial planning areas, within set SLAs, on products and investments on an independent basis using company-approved research tools

??Producing, when required, tax and other complex calculations

??Preparing and interpreting complex plan information with a view to completing transfer analysis

??Preparing complex financial planning reports across all advice areas, within set SLAs

??Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed

??Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress

??Maintaining and developing knowledge and technical understanding of all financial planning concepts, through personal management of own CPD

??Completing work, as required, towards the creation of the firm's independent centralised research list

??Participating in firm research projects, adhering to set deadlines, as and if required


??Diploma in Financial Planning as a minimum qualification requirement

??Demonstration of holistic knowledge and experience in personal and corporate financial planning and in the construction of financial planning research and suitability reports

??Experience in an IFA environment, demonstrating quality communications of constructive feedback

??A high standard of written and numerical skills

??An ability to demonstrate strong report-writing skills

??A high level of accuracy and attention to detail

??Aptitude in Microsoft Office