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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: Must be Level 4 qualified in financial planning; training experience is a plus but not required.
- Other info: Hybrid role based in Manchester; perfect for those looking to advance their career.
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 & 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 (& 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 & progressive firm. The role is hybrid in Manchester (1 day office; 4 days per week WFH).
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 PROVIDER employer: Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
Contact Detail:
Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid) Recruiting Team
david@compliancerecruitment.com
StudySmarter Expert Advice 🤫
We think this is how you could land IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDER
✨Tip Number 1
Make sure to brush up on your Level 4 financial planning knowledge, especially in areas like investments, pensions, and tax. This will not only help you in interviews but also show that you're serious about the role.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who are already in compliance or advisory roles. Attend relevant events or webinars to make connections and learn more about the company culture.
✨Tip Number 3
Prepare to discuss how you can contribute to training and support initiatives. Even if you lack formal training experience, think of examples where you've shared knowledge or helped others understand complex topics.
✨Tip Number 4
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current issues will demonstrate your commitment to the field and your ability to advise effectively.
We think you need these skills to ace IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDER
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the IFA Technical Advisory position. Familiarise yourself with financial planning concepts, compliance, and training delivery.
Tailor Your CV: Highlight your Level 4 qualifications and any relevant experience in financial planning, compliance, or paraplanning. Emphasise your knowledge of investments, pensions, savings, tax, and trust issues to align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and how your background makes you a suitable candidate. Mention your willingness to study for Level 6 and your ability to deliver training, even if you lack prior experience.
Follow Application Instructions: Ensure you send your application to the specified email address, including all required details such as your home address, postcode, and contact number. Double-check for accuracy before hitting send.
How to prepare for a job interview at Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
✨Showcase Your Financial Planning Knowledge
Make sure to brush up on your knowledge of investments, pensions, savings, tax, and trust issues. Be prepared to discuss how your expertise can help IFAs in their sales processes.
✨Demonstrate Training Potential
Even if you don't have previous training experience, express your willingness to learn and deliver training. Share any relevant experiences where you've explained complex topics to others.
✨Highlight Relevant Experience
Whether you're coming from a compliance role, IFA salesperson, or product provider background, be ready to explain how your past roles have equipped you for this position. Use specific examples to illustrate your points.
✨Prepare Questions About the Role
Show your interest in the position by preparing thoughtful questions about the company's services, the team you'll be working with, and the expectations for the role. This demonstrates your enthusiasm and engagement.
