Accessibility Links

Advice Technician

  • Salary: £35000.00 - £45000.00 per annum
  • Location: Worcestershire
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    18 Jul 2017
  • Job reference: 28338
Advice Technician
£35,000 -45, 000

This independent client centric firm is seeking an Advice Technician who can help to offer personalised solutions for client’s individual needs and goals. By forming trusted relationships and educating the community the firm is growing and in need of like minded individuals who can work on the ongoing monitoring to diligently manage clients’ investments.

Job role:
• Conducting advice audits both on a pre-submission and post-submission basis, in line with the firm’s T&C Scheme
• Performing an assessment on specific case-types, which carry a high risk to the client, firm and the firm’s IFA’s at the second stage of pre-approval
• Delivery of informative and constructive feedback to IFA’s in connection with audits and stage 2 pre-approvals conducted
• Involvement in investigations in order to determine whether breaches in the firm’s processes have created any client detriment
• Maintaining a good level of knowledge and technical understanding of all financial planning concepts and regulatory focuses through the completion of annual CPD

• Diploma in Financial Planning as a minimum qualification requirement
• Experience in an IFA environment, demonstrating quality communications of constructive feedback
• An ability to demonstrate strong report-writing skills

This role is great for those seeking professional development with the ability to take further qualifications and gain regular feedback from managers. Further to this it allows you the opportunity to grow your network by allowing you to work with various other teams and external stakeholders.

Flex time and compressed hours available

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: