Senior Advice Technician

Senior Advice Technician job offers a varied and rewarding role for experienced Senior Paraplanners or Financial Advisers. The role involves reviewing high-risk advice cases and interacting with advisers to ensure accuracy and compliance.

Requirements

• Minimum Level 4 Diploma in Financial Planning
• Chartered Financial Planner status or working towards completion
• Strong technical knowledge of financial planning and FCA regulations
• Experience reviewing complex advice cases and providing feedback

Benefits

• Competitive salary and benefits package
• Contributory pension scheme
• DIS (Discretionary Incentive Scheme)
• Discretionary bonus after full year's service
• Option to buy and sell holiday
• Birthday off
• Additional holiday days for long service
• Christmas and summer parties
• Health and wellbeing resources
• Shopping discounts