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- Tasks: Advise IFAs on financial planning and enhance written support materials.
- Company: Leading financial services recruitment firm in Manchester with a strong reputation.
- Benefits: Permanent role with hybrid working options and competitive salary.
- Why this job: Join a dynamic team and make a real difference in financial advisory.
- Qualifications: Level 4 financial planning qualification and knowledge of investments, pensions, and tax.
- Other info: Opportunity to promote services at industry events and grow your career.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services recruitment firm in Manchester seeks a Technical Helpdesk manager to advise IFAs on financial planning, improve written support, and promote the firm's services at industry events.
Candidates must have Level 4 financial planning qualification and a good knowledge of investments, pensions, and tax issues.
This role offers permanent employment with hybrid working arrangements.
IFA Technical Advisory Lead — Financial Planning & Compliance 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 Lead — Financial Planning & Compliance in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals at events or online. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your Level 4 financial planning qualification and your knowledge of investments, pensions, and tax issues. We want them to see you as the go-to person!
✨Tip Number 3
Prepare for interviews by brushing up on common questions related to financial planning and compliance. We recommend practising your answers with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who want to make a difference in the financial services sector.
We think you need these skills to ace IFA Technical Advisory Lead — Financial Planning & Compliance in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 financial planning qualification and relevant experience in investments, pensions, and tax issues. We want to see how your skills align with the role, so don’t hold back!
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 Advisory Lead position. Share specific examples of how you've advised IFAs or improved written support in the past.
Showcase Your Communication Skills: Since this role involves advising and promoting services, make sure your application reflects your strong communication skills. We love clear, concise writing that gets straight to the point—just like we do at StudySmarter!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Compliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and tax issues. Being well-versed in these areas will not only help you answer questions confidently but also show that you're serious about the role.
✨Showcase Your Qualifications
Since a Level 4 financial planning qualification is a must, be prepared to discuss how your qualifications have equipped you for this position. Share specific examples of how you've applied your knowledge in real-world scenarios.
✨Prepare for Scenario Questions
Expect to face scenario-based questions where you'll need to demonstrate your problem-solving skills. Think of past experiences where you've successfully advised clients or resolved complex issues, and be ready to share those stories.
✨Engage with the Firm's Values
Research the firm’s services and values before the interview. Be ready to discuss how you can promote their services at industry events and align your approach with their mission. This shows that you’re not just looking for any job, but that you genuinely want to contribute to their success.
