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- Tasks: Advise on financial products and assist in improving written support.
- Company: Leading financial services firm with a progressive approach.
- Benefits: Hybrid work model, permanent employment, and professional development support.
- Why this job: Join a respected firm and make a real impact in financial advisory.
- Qualifications: Level 4 qualified with knowledge of investments, pensions, and tax issues.
- Other info: Great opportunity for career growth in a dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading financial services firm, is seeking a Technical Helpdesk Manager. Duties will include:
- Advising IFAs and colleagues on financial product sales—investments, pensions, savings, tax and trust issues
- Assisting in improving the firm’s written support in these areas
- Attending industry events to promote the company’s services
- Executing ad‑hoc projects as required
You must be Level 4 qualified (and be willing to study for Level 6 with support if not yet taken) with solid knowledge of investments, pensions, savings, tax and/or trust issues. The role suits someone who is already in a Compliance position, an IFA salesperson or paraplanner, or a product provider (account manager or technical support) looking to move into such a role.
Excellent opportunity for permanent employment with a well‑respected and progressive firm. The role is hybrid in Manchester (1 day in office / 4 days per week WFH).
To apply, email david@compliancerecruitment.com with your details, including home address or postcode and a contact number. Please note we cannot reply to all applications; only successful applicants will be contacted. Under no circumstances are your details passed on without your permission. Compliance Recruitment Solutions Limited (CRS) is acting as an employment agency for this role. The recruiter states that all applicants must prove they are legally entitled to work in the UK. By applying, candidates confirm the accuracy of the information provided.
IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PRO[...] in Manchester 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 PRO[...] in Manchester
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the financial services sector. This is your chance to showcase your knowledge and make a lasting impression.
✨Tip Number 2
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, even if they’re not advertising roles. A friendly email can open doors you didn’t know existed.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss investments, pensions, and tax issues confidently. Show them you’re the expert they need!
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, we love seeing candidates who take the initiative to use our platform.
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 is tailored to highlight your Level 4 qualifications and relevant experience in financial planning. We want to see how your background aligns with the role, so don’t hold back on showcasing your skills!
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 financial services industry.
Be Clear and Concise: When filling out your application, keep it clear and concise. We appreciate straightforward communication, so avoid jargon and get straight to the point about your qualifications and experiences.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved.
How to prepare for a job interview at Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
✨Know Your Financial Products
Make sure you brush up on your knowledge of investments, pensions, savings, and tax issues. Be prepared to discuss specific products and how they can benefit clients. This will show that you’re not just familiar with the theory but can apply it practically.
✨Showcase Your Compliance Experience
If you have a background in compliance, be ready to share examples of how you've navigated regulatory challenges. Highlighting your experience in ensuring adherence to financial regulations will demonstrate your suitability for the role.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or product-related queries. Practise articulating your thought process clearly and confidently, as this will showcase your problem-solving skills and technical knowledge.
✨Engage with Industry Trends
Stay updated on the latest trends in financial services and be ready to discuss them. Showing that you’re engaged with industry developments will reflect your passion for the field and your commitment to continuous learning.
