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- Tasks: Advise IFAs on financial planning and deliver training support.
- Company: Join a leading financial services firm known for its progressive culture.
- Benefits: Enjoy a hybrid work model with 80% remote work and competitive salary.
- Why this job: Great opportunity to grow in a respected firm while making an impact in financial services.
- Qualifications: Must be Level 4 qualified with knowledge in investments, pensions, and tax.
- Other info: No prior training experience needed; just a willingness to learn and share knowledge.
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. NB the role is hybrid in Manchester (1d office; 4d pw WFH).
So, if that sounds like you, then please send your details to our MD, David Symes FCA, at (including home address or post code & a contact no) 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 PROVIDERS OR SALES/PARAPLANNER EXPERIENCE) employer: Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
Contact Detail:
Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as IFAs or in compliance roles. Attend relevant industry events and seminars to make connections and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly around investments, pensions, and tax issues. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Consider reaching out to current employees at the company for informational interviews. This can provide you with insights into the company culture and expectations, which can be invaluable during the application process.
✨Tip Number 4
Prepare to discuss your experience in delivering training or support, even if it's informal. Highlight any instances where you've helped others understand complex financial concepts, as this will be a key part of the role.
We think you need these skills to ace IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the IFA Technical Advisory position. Familiarise yourself with financial planning concepts, especially in investments, pensions, savings, tax, and trust issues.
Tailor Your CV: Highlight your Level 4 qualifications and any relevant experience in compliance, sales, or paraplanning. Make sure to emphasise your knowledge in financial planning and any training or advisory roles you've held.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and how your background aligns with the company's needs. 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 include all requested information in your application, such as your home address, postcode, and contact number. Double-check that your details are accurate before submitting your application through our website.
How to prepare for a job interview at Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of investments, pensions, savings, tax, and trust issues. Be prepared to discuss how your experience aligns with these areas, as the role requires a solid understanding of financial planning.
✨Demonstrate Training Potential
Even if you don't have previous training experience, express your willingness to learn and develop this skill. Share any relevant experiences where you've explained complex topics to others, as this will show your capability to deliver training effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think about past situations where you've had to advise clients or colleagues on financial matters and be ready to explain your thought process.
✨Research the Company and Industry
Familiarise yourself with the company's services and recent developments in the financial services industry. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the role and the company.