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- Tasks: Provide top-notch technical guidance and support on complex financial planning cases.
- Company: Leading financial services firm in the UK with a focus on high-quality advisory outcomes.
- Benefits: Flexible working hours, competitive benefits package, and opportunities for professional growth.
- Why this job: Make a real difference in financial planning while enhancing your skills in a supportive environment.
- Qualifications: Chartered Financial Planner status or working towards it, plus strong organisational skills.
- Other info: Join a dynamic team and help train the next generation of financial advisors.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in the United Kingdom is seeking a Senior Advice Technician to enhance advisory outcomes through high-quality technical guidance. This role includes providing support on complex financial planning cases, ensuring advice standards remain high, and assisting in training new recruits.
Ideal candidates will have a Chartered Financial Planner status or be working towards it, along with strong organisational skills and excellent knowledge of financial planning. The position offers flexible working options and a competitive benefits package.
Senior Financial Advice Technician | Flexible Hours employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advice Technician | Flexible Hours
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Senior Financial Advice Technician role.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss complex financial planning cases and showcase your organisational skills. We want you to shine when it comes to demonstrating your expertise!
✨Tip Number 3
Don’t forget to leverage social media! Follow companies you’re interested in, engage with their content, and join relevant groups. This can help you stay updated on job openings and industry trends while also making valuable connections.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to find roles that match your skills and aspirations, so don’t miss out on the opportunity to join a leading firm in the UK.
We think you need these skills to ace Senior Financial Advice Technician | Flexible Hours
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications, like your Chartered Financial Planner status. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about enhancing advisory outcomes and how your technical guidance can make a difference. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Organisational Skills: Since strong organisational skills are key for this role, give examples of how you've managed complex cases or trained new recruits in the past. We want to know how you keep everything running smoothly while maintaining high advice standards.
Apply Through Our Website: We encourage you to apply directly through our website for a seamless application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge before the interview. Be ready to discuss complex cases and demonstrate your understanding of high-quality advice standards. This will show that you're not just a candidate, but a potential asset to their team.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. Being organised is key in this role, so highlight any systems or methods you use to keep everything on track. This will help them see how you can contribute to their advisory outcomes.
✨Be Ready to Train and Mentor
Since the role involves assisting in training new recruits, think about your past experiences in mentoring or training others. Share specific examples of how you've helped someone grow in their financial knowledge or skills, as this will demonstrate your leadership potential.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to financial advice and their expectations for the Senior Advice Technician role. This shows your genuine interest in the position and helps you gauge if the company aligns with your career goals.
