Technical Consultant (Trainee Adviser)

Posted 14 November by threesixty selection
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Chartered award winning Financial Planning firm with over 70 employees across 3 offices, the Altrincham office are currently recruiting for a Technical Consultant, working with professional sporting clients.

You will have a keen interest in sports, specifically football and be willing to attend football matches to network effectively.

The role of the Technical Consultant is to work alongside one of the Chartered Financial Consultants to provide an all-round financial planning service to clients. Ideally Diploma qualified, or very near to it, with a whole of market background. You will engage with the companys clients on a much more personal level and learn the softer skills required to become an adviser, whilst continuing with your studies to achieve Chartered status.

Previous relevant industry experience required (Sales Support / Paraplanning / previous advisory experience)

The starting salary for this role is up to £30,000 plus a bonus scheme.

There is a clear progression path for those that want to move on from a Technical Consultant role to an Advisory role with Chartered Status.


  • Provide technical support and back up to the Consultant/Director
  • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients in conjunction with the Paraplanning team
  • To provide assistance to the Paraplanning team when workload dictates for all consultants
  • Facilitate all advice within a strict ethical and compliance framework and under supervision of the Director
  • Deal with client and insurer queries to completion via the telephone or in writing
  • Ensuring your technical knowledge is kept up to date and that CPD records are filed monthly for compliance purposes
  • Providing clear work requests to allow back office to support your client bank effectively whilst following processes
  • Ensuring that internal systems are used effectively and accurately and that client detail is recorded and kept up to date
  • Comply fully with all compliance regulations & requirements as detailed in the company compliance manual and in bulletins issued by the Head of Risk Management

5% Employer Contribution
4 x DIS
23 days holiday (increasing)
Buy or Sell up to 5 additional days holiday per calendar year
Birthday Day off

Required skills

  • report writing
  • ifa
  • paraplanning
  • pensions
  • investments

Reference: 35591688

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