Salary: Negotiable
Reference:KM/BCR/9076_1620986468
Location:Bromsgrove, Worcestershire
Sector:
Type:Permanent

Advice Technician

Reference: BCR/KM/9076

Location: Bromsgrove

Sector: Financial Services

Hours: Full time

Bell Cornwall Recruitment are currently recruiting for an exciting opportunity for an Advice Technician join a well- established client based in Bromsgrove. The successful candidate will be able to conduct advice audits in line with the firm’s T&C scheme, as well as possessing a good technical understanding of financial planning concepts. Furthermore, they will be comfortable liaising with internal and external stakeholders.

Key responsibilities:

  • Understanding of the Firm’s Advice Guidance in order to maintain and develop knowledge of the firm’s technical approaches
  • Delivery of informative and constructive feedback to IFA’s in connection with audits
  • Dealing with day-to-day advice and regulatory queries from other departments, undertaking research, where necessary, in order to provide informed responses
  • Maintaining a good level of knowledge and technical understanding of all financial planning concepts

The ideal candidate will have:

  • Diploma level in Financial Planning as a minimum standard.
  • Experience in an IFA environment.
  • A high level of accuracy and attention to detail.
  • The ability to demonstrate strong report-writing skills.
  • Aptitude in Microsoft Office
  • Must be a driver due to location

The client can offer the successful candidate the opportunity for progression within the company and a supportive work environment.

If you think this Advice Technician role based in Bromsgrove could suit you, please apply now!

Interested? Please click the ‘APPLY’ button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment business. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Job Information

Job Reference: KM/BCR/9076_1620986468
Salary:
Salary From: £30000
Salary To: £47000
Job Industries: Finance Jobs
Job Locations: Bromsgrove, Worcestershire
Job Types: Permanent

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BCR have more fantastic opportunities for you!

Visit www.loveworkbehappy.co.uk & follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life.

Love Work Be Happy

BCR aim to get back to all applicants within 24 hours however if you have not received a response within this period then please feel free to contact us on 0121 5155910 at your earliest convenience.

BELL CORNWALL RECRUITMENT

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales