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MI Search Ltd
,
Birmingham, West Midlands
Technical Specialist / Analyst national IFA firm, Birmingham
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
This highly respected national IFA practice is currently seeking a Technical Specialist in Birmingham. In this role you will be responsible for reviewing the financial planning advice prepared by IFA's and offering technical guidance and support on more complex areas of advice. In addition you will be involved in reviewing financial promotions and undertaking project work and will work closely with the training and competence and also compliance departments. Applicants must hold Diploma status (CII level 4 or equivalent) and ideally be working towards or hold Chartered status (CII or equivalent) and have compliance, file review, strong technical knowledge and a thorough understanding of FCA rules and procedures. Suitable experience for this role would include paraplanner, financial adviser or an analyst / file review role. Salary to £35,000 and benefits package.