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- Tasks: Advise IFAs on financial planning and deliver training support.
- Company: Join a leading financial services firm with a progressive culture.
- Benefits: Enjoy a hybrid work model with 80% remote options and competitive salary.
- Why this job: Great opportunity to grow in a respected firm while making an impact in finance.
- 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 teach.
The predicted salary is between 32000 - 48000 £ per year.
IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)
Ref: 4119D
£40K -£60K + Benefits 80% WFH (Manchester Area)
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
- Assist in improving firms written support in these area
- Developing & delivering training support in these area (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 required.
Excellent opportunity for permanent employment with 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
Make sure you brush up on your Level 4 financial planning knowledge, especially in areas like investments, pensions, and tax. Being well-versed in these topics will not only boost your confidence but also show us 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. Engaging with them can provide valuable insights and potentially lead to referrals that could help you land the job.
✨Tip Number 3
Consider attending industry events or webinars related to financial planning. This not only keeps you updated on trends but also gives you a chance to meet key players in the field, which could be beneficial when applying for the position.
✨Tip Number 4
If you have any experience in training or mentoring, even informally, be ready to discuss this during your conversations. Highlighting your ability to deliver training can set you apart from other candidates and align with our needs for 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 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and relevant experience in financial planning, compliance, or paraplanning. Emphasise any specific knowledge you have in investments, pensions, savings, tax, and trust issues.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines why you're interested in the role and how your background aligns with the job requirements. Mention your willingness to study for Level 6 and your enthusiasm for delivering training.
Showcase Relevant Experience: In your application, provide examples of your previous work in financial services, particularly any roles involving advising IFAs or providing technical support. Highlight any training or mentoring experiences, even if informal.
Follow Application Instructions: Ensure you include all requested information, such as your home address, postcode, and contact number. Double-check that your application is complete before submitting it 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 develop this skill. Think of examples where you've explained complex topics to others, as this will show your ability to communicate effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Prepare examples from your past roles where you've successfully advised clients or resolved compliance issues, as this will highlight your practical experience.
✨Research the Company and Industry
Familiarise yourself with the company's services and recent developments in the financial services sector. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the role and the company.
