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Techncial Adviser Support

Techncial Adviser Support

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Posted 7 hours ago, valid for 21 hours

Manchester, Greater Manchester M17 1DJ, England

Full Time

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Sonic Summary

The Technical Adviser Support role offers a salary of up to £36,000 and is based in Manchester.
Candidates should have experience in a financial advice support team and be ready to take on more technical responsibilities.
The position involves working closely with Advisers, conducting product research, and writing suitability reports.
Benefits include an 8% employer pension contribution, study support for qualifications, and a generous holiday package.
The job also offers progression opportunities and various bonuses, including exam bonuses for passed qualifications.

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

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