Techncial Adviser Support

• Progression from your current administration role
• 8% employer pension contributions (Up to £36,000 salary)
• Study support towards industry qualifications

Technical Adviser Support. Up to £36,000. Manchester.  A perfect opportunity for a someone in a financial advice support team to take the next step in their career and take on more technical responsibilities including research and suitability report writing. The role 

• Working closely with the Advisers to interpret and communicate advice based on client’s circumstances, risk profile and objectives
• Product and fund research for all recommendations, using systems such as Adviser Asset & FE Analytics
• Writing suitability and advice letters
• Obtaining all pre-sale documentation including quotations
• Maintaining accurate and compliant suitability report templates
• Support and train other IFA Support Team members
• Keep up to date with all relevant product, legislative and technical changes
• Adhere to the FCA’s Conduct Rules

 Benefits include:

• Progression from your current administration role 
• Options for support towards study for recognised financial services qualifications as your career develops
• Working hours 9am – 5pm Monday to Friday
• HR contributes 8% into your pension (After 3 months)
• 3x Salary Death in Service (After 3 months)
• 1x Salary Group Critical Illness Benefit (After 12 months)
• 24 days holiday plus bank holidays and Christmas off without the use of any annual leave (the office shuts down between Christmas and New Year)
• Bonus Scheme
• Exam bonuses of up to £100 per exam passed