At a Glance
- Tasks: Support consumer understanding through clear, accurate advice documentation and technical query support.
- Company: Join a dynamic team focused on enhancing financial planning and client outcomes.
- Benefits: Collaborative environment with opportunities for professional growth and development.
- Other info: Ideal for those who thrive in a varied role and want to shape the future of financial services.
- Why this job: Make a real impact in financial services while working with innovative technology and diverse teams.
- Qualifications: Diploma in Financial Planning required; experience in financial advice and strong communication skills preferred.
The predicted salary is between 35000 - 45000 £ per year.
Description
Our Technical & Advice Documentation Specialist supports the Group's Consumer Duty obligations on two fronts, strengthening the technical suitability of advice and ensuring client-facing documentation is clear, accurate, and supports consumer understanding.
We are looking for a versatile, detail-oriented professional to join the Business Monitoring team in a broad-ranging role that spans both technical advice support and advice documentation and systems.
Working alongside the Senior Technical Specialist and the Senior Advice Documentation & Systems Lead, the successful candidate will provide additional capacity across both areas, contributing to technical query support, file review guidance, and the creation and maintenance of key advice documentation within Intelligent Office.
This is an all-rounder role rather than a specialist one, ideally suited to someone with a solid grounding in financial planning who enjoys variety and collaboration across multiple teams — including Financial Planners, Paraplanners, Compliance, Risk, and Operations — and who wants to develop breadth as well as depth in their expertise.
Requirements
- You will be motivated, friendly and professional always and will need the following:
- A practical understanding of financial planning, advice, and the products and services available to clients for wealth, mortgage, and protection needs.
- A good understanding of regulatory requirements, including evidencing Know Your Customer (KYC) through fact finding and articulating advice through suitability reports.
- Experience of analysing technical advice situations and assessing the suitability of proposed advice or recommendations.
- Confidence working with IT systems used in the advice process, such as Intelligent Office and Document Designer, or the aptitude to develop this quickly — alongside proficiency in Excel to record and analyse data.
- A client-centric approach, ensuring both advice and documentation support great client outcomes.
- Excellent attention to detail and analytical ability, with a high standard of written and verbal communication skills.
- Strong organisational skills and the ability to manage a varied workload across multiple teams, working to tight deadlines when required.
- Proven ability to work as part of a team, engage stakeholders effectively, and provide constructive feedback in a positive manner.
- A keen interest in how technology and AI can shape and evolve Financial Services, particularly in the advice and documentation process.
- A professional, positive 'can-do' attitude and a desire for continuous improvement — with the opportunity to develop specialist expertise in either or both areas of the role over time.
Qualifications
- Diploma in Financial Planning or equivalent – Essential
- Equity Release and Mortgage - Desirable
- Qualifications in specialist areas (e. g.
- AF7 Pension Transfers, AF8 Retirement Income Planning, Long Term Care, Trusts) – Desirable
Technical & Advice Documentation Specialist employer: Perspective Financial Group
At Perspective (North West) Limited, we pride ourselves on being an exceptional employer, offering a supportive work culture that fosters collaboration and professional growth. Our Warrington office provides a dynamic environment where Financial Advisers can thrive, with competitive salaries and a commitment to employee development through ongoing training and mentorship. Join us to make a meaningful impact in clients' lives while enjoying a balanced work-life schedule from Monday to Friday.
Contact Details:
Perspective Financial Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Technical & Advice Documentation Specialist
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We think you need these skills to ace Technical & Advice Documentation Specialist
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How to prepare for a job interview at Perspective Financial Group
✨Brush Up on Financial Analysis Skills
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