Paraplanner (IFA) (Permanent)

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. Advising IFAs on FP sales whether investments, pensions, saving, tax & or trust issues 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). Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency in relation to this role.