Advice Technician

Recruiter
Heat Recruitment
Location
Bromsgrove
Salary
45000.00 GBP Annual + 00
Posted
14 Feb 2019
Closes
14 Mar 2019
Contract Type
Permanent

A fast paced and well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients.

They provide fantastic support and development through study support and encourage progression from within.

There is a great community feel here throughout the company, with a very friendly but professional working environment.

The Opportunity

This is a fantastic position for an experienced Compliance professional to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.

This is a varied and technical role that will see you conducting advice audits and assessments on high risk cases, dealing with technical queries, undertaking research where necessary and investigating client complaints across all departments.

What's needed for me to be considered?

  • Diploma in Financial Planning
  • Willingness to take further qualifications, as relevant to your role
  • Demonstration of knowledge and experience in personal financial planning
  • Experience in an IFA environment
  • Strong report-writing skills

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive GBP200 in vouchers if we assist them in securing a new career.

Job Synonyms:

Compliance officer, Compliance Manager, Advice Technician, Adviser, Advisor, IFA, Technical Analyst, Sales Support, Financial Analyst, Paraplanner, Para Planner