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- Tasks: Support IFAs with financial planning advice and deliver training sessions.
- Company: Join a leading financial services firm known for its progressive culture.
- Benefits: Enjoy 80% remote work, competitive salary, and opportunities for professional development.
- Why this job: Make an impact in the finance sector while growing your skills in a supportive environment.
- Qualifications: Level 4 qualified in financial planning; training experience not required but a willingness to learn is essential.
- Other info: Hybrid role based in Manchester; perfect for those looking to transition into a new career path.
The predicted salary is between 32000 - 48000 £ per year.
Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk & Training support manager. Duties will include:
- Advising IFAs on FP sales whether investments, pensions, saving, tax or trust issues
- Assisting in improving firms written support in these areas
- Developing and delivering training support in these areas (whether online or face to face)
- Attending industry events to help promote the company’s services
- Ad hoc projects as required
You must be Level 4 qualified (and willing to study for L6 with support if not yet taken) with a good knowledge across investments, pensions, saving, tax or trust issues. It may suit someone already in a Compliance role or else an IFA Salesperson or Paraplanner looking to move into such or someone from a product provider (account manager or technical support) also looking for such. You must also be happy to deliver training though no previous training experience is required.
Excellent opportunity for permanent employment with a well-respected and progressive firm. NB the role is hybrid in Manchester (1 day office; 4 days per week WFH).
So, if that sounds like you, then please send your details to our MD, David Symes FCA, at david@compliancerecruitment.com (including home address or postcode and a contact number) however please note we cannot reply to all applications so only successful applications will be contacted (although under no circumstances are your details ever passed on without your specific permission).
Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency in relation to this role. The recruiter has stated that all applicants for this job should be able to prove that they are legally entitled to work in the UK. Through application, all candidates signify their acceptance of the above information and confirm that the information they provide is true and accurate to the best of their knowledge.
IFA TECHNICAL ADVISORY - L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVI... employer: Compliance Recruitment Solutions
Contact Detail:
Compliance Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA TECHNICAL ADVISORY - L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVI...
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in financial planning, especially around investments, pensions, and tax. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who are already in advisory roles. Attend relevant events or webinars to make connections and gain insights that could give you an edge during the application process.
✨Tip Number 3
Prepare to discuss your experience in compliance or sales, highlighting specific examples where you've successfully advised clients or improved processes. This will showcase your practical knowledge and ability to contribute to the role.
✨Tip Number 4
Since the role involves training, think about how you would approach delivering complex information to others. Consider preparing a brief outline of a training session you might conduct, as this could impress during discussions with the hiring team.
We think you need these skills to ace IFA TECHNICAL ADVISORY - L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVI...
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and qualifications required. Highlight your relevant experience in financial planning, compliance, or paraplanning.
Tailor Your CV: Customise your CV to reflect your Level 4 qualification and any relevant experience in investments, pensions, savings, tax, or trust issues. Use specific examples that demonstrate your expertise in these areas.
Craft a Compelling Cover Letter: Write a cover letter that addresses the specific requirements of the role. Mention your willingness to study for Level 6 and your enthusiasm for delivering training, even if you lack previous experience.
Follow Application Instructions: Ensure you send your application to the specified email address, including all requested information such as your home address and contact number. Double-check for any additional instructions in the job listing.
How to prepare for a job interview at Compliance Recruitment Solutions
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of financial planning, investments, pensions, and tax issues. Be prepared to discuss specific scenarios where you've applied this knowledge in previous roles, as it will demonstrate your expertise and suitability for the position.
✨Highlight Relevant Experience
Whether you come from a compliance background, have experience as an IFA salesperson, or have worked as a paraplanner, be ready to share examples of how your past roles have equipped you for this position. Tailor your experiences to align with the job requirements.
✨Prepare for Training Discussions
Since the role involves delivering training, think about any relevant experiences you have in teaching or mentoring others. Even if you haven't formally trained anyone, consider instances where you've shared knowledge or supported colleagues in their learning.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and the support they provide to IFAs. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
