Senior Advice Technician

The purpose of this role is to offer constructive technical advice support to Advisers and other stakeholders of the business at the initial and final stages of the advice process.

As our Senior Advice Technician, you will typically:

• Enhance advisory outcomes and solutions through direct discussion on complex financial planning cases with Advisers
• Provide clear and considered professional judgement and decision on cases which carry the potential for a higher risk impact to client, firm and Advisers
• Respond to routine and advanced advice queries from other teams, conducting detailed research as required to provide fully informed responses
• Provide support in performing enhanced post audit review assessment of advice cases and evaluation of standards
• Provide support to the Advice Assurance Manager in delivering induction and training for new recruits as needed
• Maintain a high standard of technical and regulatory competence and comprehensive knowledge of financial planning through consistent annual CPD activities in line with the firms T&C scheme
• Actively contribute to the technical and regulatory advancement and development of Advice Technicians through knowledge sharing and guidance

What we are looking for in our ideal Senior Advice Technician:

• Chartered Financial Planner status or actively working to final stages of becomin...