Senior Advice Technician for National IFA - Bromsgrove
Our Client is a National Independent Financial Advisory organisation and they are looking for and experience Senior Advice Technician to be based within their head office in Bromsgrove.
You will demonstrate an excellent knowledge and interest in the concepts and requirements of personal and corporate financial planning
Experience in the support of IFA’s and other advisers and in particular in the preparation and delivery of research and suitability reports
Ability and willingness to make thorough and well-informed decisions in relation to advice cases that present a high risk to the business
Excellent written and numerical skills and an exceptional communication style
Aptitude in Microsoft Office and knowledge of research systems is preferable
Diploma in Financial Planning as a minimum qualification requirement
Willingness to take further qualifications, as relevant to your role
Excellent salary and benefits package on offer.