At a Glance
- Tasks: Advise on financial planning, investments, pensions, and tax issues while supporting IFAs.
- Company: Join a leading financial services firm with a progressive culture.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional development.
- Other info: Dynamic role with excellent career growth potential in a supportive environment.
- Why this job: Make a real impact in the financial sector while growing your expertise.
- Qualifications: Level 4 qualified in financial planning; experience in compliance or sales is a plus.
The predicted salary is between 30000 - 40000 £ per year.
Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk manager. Duties will include:
- Advising IFAs & colleagues on FP sales whether investments, pensions, saving, tax & or trust issues
- Assisting in improving the firm's written support in these areas
- 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 Level 6 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.
Excellent opportunity for permanent employment with a well-respected & progressive firm. NB the role is hybrid in Manchester (1 day in office; 4 days pw WFH).
To apply, please send your details to our MD, David Symes FCA, at david@compliancerecruitment.com (including home address or post code & a contact no). Note: we cannot reply to all applications; only successful applications will be contacted. Your details will not be passed on without your explicit 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. By applying, you signify your acceptance of the above information and confirm that the information you provide is true and accurate to the best of your knowledge.
Seniority level: Associate
Employment type: Full-time
Job function: Administrative and Legal
Industries: Financial Services, Insurance, and Pension Funds
IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PRO[...] in Manchester employer: Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
Join a leading investment management group that values a dynamic and collaborative work culture, offering you the chance to enhance your compliance expertise in a supportive environment. With competitive salaries, hybrid working options, and opportunities for professional growth, this role not only allows you to engage in meaningful compliance advisory and monitoring tasks but also positions you within a respected global asset manager committed to employee development and well-being.
Contact Details:
Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PRO[...] in Manchester
✨Network Like a Pro
Get out there and connect with industry professionals! Attend events, webinars, or even local meet-ups. The more people you know, the better your chances of landing that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your knowledge about financial planning, compliance, and any relevant experience. Let them see how you can add value to their team.
✨Tailor Your Approach
Every company is different, so make sure you tailor your conversations to fit their needs. Research the firm and understand their services, then highlight how your skills align with what they’re looking for.
✨Apply Through Us!
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare and stand out. Plus, it’s a great way to show your commitment to joining the team.
We think you need these skills to ace IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PRO[...] in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your Level 4 qualifications and relevant experience in financial planning. We want to see how your background aligns with the role, so don’t be shy about showcasing your skills in investments, pensions, and tax.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Technical Helpdesk manager role. We love seeing enthusiasm and a clear understanding of the job, so let your personality come through.
Follow Application Instructions:When applying, make sure to include all the requested details like your home address and contact number. We appreciate attention to detail, and following instructions shows us you can communicate effectively.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investments, pensions, savings, tax, and trust issues. Since the role requires Level 4 qualifications, be prepared to discuss how your experience aligns with these areas. We recommend having specific examples ready to showcase your expertise.
✨Understand the Company
Research the financial services firm you're interviewing with. Understand their products, services, and recent news. This will not only help you answer questions more effectively but also show that you're genuinely interested in the company. We suggest preparing a few thoughtful questions to ask them about their operations or future plans.
✨Showcase Your Communication Skills
As you'll be advising IFAs and colleagues, strong communication skills are essential. Practice explaining complex financial concepts in simple terms. We recommend doing mock interviews with friends or family to refine your ability to convey information clearly and confidently.
✨Be Ready for Scenario Questions
Expect scenario-based questions where you might need to advise on specific financial situations. Think about past experiences where you've had to solve problems or provide guidance. We suggest using the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
