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Techncial Adviser Support

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Job Description - Techncial Adviser Support

  • Progression from your current administration role
  • 8% employer pension contributions (Up to £36,000 salary)
  • Study support towards industry qualifications
Technical Adviser Support. Up to £36,000. Manchester. 
 
A perfect opportunity for a someone in a financial advice support team to take the next step in their career and take on more technical responsibilities including research and suitability report writing.
 
The role
 
  • Working closely with the Advisers to interpret and communicate advice based on client’s circumstances, risk profile and objectives
  • Product and fund research for all recommendations, using systems such as Adviser Asset & FE Analytics
  • Writing suitability and advice letters
  • Obtaining all pre-sale documentation including quotations
  • Maintaining accurate and compliant suitability report templates
  • Support and train other IFA Support Team members
  • Keep up to date with all relevant product, legislative and technical changes
  • Adhere to the FCA’s Conduct Rules
 
Benefits include:
  • Progression from your current administration role 
  • Options for support towards study for recognised financial services qualifications as your career develops
  • Working hours 9am – 5pm Monday to Friday
  • HR contributes 8% into your pension (After 3 months)
  • 3x Salary Death in Service (After 3 months)
  • 1x Salary Group Critical Illness Benefit (After 12 months)
  • 24 days holiday plus bank holidays and Christmas off without the use of any annual leave (the office shuts down between Christmas and New Year)
  • Bonus Scheme
  • Exam bonuses of up to £100 per exam passed
Original job Techncial Adviser Support posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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