Job description
A fantastic opportunity has arisen to join a well-established and growing national financial services organisation. This is an excellent role for someone who is passionate about delivering high-quality technical support within financial planning and is keen to contribute to a business undergoing strong and sustained growth.
About the Role
As a Senior Advice Technician, you will play a key part in enhancing advisory outcomes by providing high-quality technical guidance at both the initial and final stages of the advice process. You will work closely with advisers and key stakeholders across the business, applying sound judgement on more complex cases and ensuring advice standards remain high.
Key Responsibilities
- Provide constructive technical support and insight to advisers on complex financial planning cases
- Apply clear and informed professional judgement on cases carrying higher levels of risk
- Respond to both routine and advanced technical queries, conducting in-depth research where required
- Support enhanced post-audit reviews and contribute to maintaining advice standards
- Assist the Advice Assurance team with induction, on-boarding and training of new recruits
- Maintain advanced technical and regulatory knowledge through consistent CPD, aligned with the firm's T&C framework
- Contribute to the technical development of other Advice Technicians through knowledge sharing and guidance
What We're Looking For
- Chartered Financial Planner status, or working toward the final stages of achieving Chartered
- A strong commitment to ongoing professional development and further qualifications
- Excellent knowledge of personal and corporate financial planning and its regulatory requirements
- Experience supporting financial advisers, including constructive review and feedback of case files (KYC, research, reports)
- Strong organisational skills with the ability to prioritise effectively in a fast-paced environment
- Confident using Microsoft Office, cash-flow analysis tools and research systems
Benefits & Perks
- Flexible working options and competitive holiday allowance, including birthday leave and holiday buy/sell schemes
- Regular company social events, including annual celebrations
- Pension scheme and life assurance cover
- Discretionary annual bonus (post qualifying period)
- Health & well-being support, including cashback options and discounted gym memberships
- Professional development pathways, supporting your learning and career progression
- Retail and lifestyle discounts across a wide range of high-street and online brands
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
