Technical Adviser Support - Manchester, United Kingdom - Jane Deane Recruitment Limited
Description
OBJECTIVE
To provide technical support for selected advisers within the IFA Support Team
- Working closely with the Advisers to interpret and communicate advice based
- Product and fund research, using systems such as Adviser Asset & FE Analytics
- Writing suitability and advice letters
- Obtaining all presale documentation including quotations
- Maintaining accurate and complaint suitability report templates
- Support and train other IFA Support Team members
- Adhere to the FCA's Conduct Rules
- Keep up to date with all relevant product, legislative and technical changes
- If required, attend client meetings with advisers
BENEFITS:
- Great opportunity to build a career within the Financial Services sector
- A chance to work for a company with great future prospects
- Options for support towards study for recognised financial services qualifications as your career develops
- Working hours 9am 5pm Monday to Friday
- 5% into your pension (After 3 months)
- 2x Salary Death in Service (After 3 months)
- 24 days holiday plus bank holidays. (At Christmas the office shuts down for a
- Bonus Scheme
- Each exam passed you can get a bonus of up to £100 per exam
Job Types:
Full-time, Permanent
Salary:
Up to £35,000.00 per year
Benefits:
- Life insurance
- Work from home
Schedule:
- Monday to Friday
Experience:
- IFA Administration: 5 years (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location:
Hybrid remote in Manchester
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