Senior Advice Technician
- Field: Accountancy & Bookkeeping
- Deadline: 2026-03-06 03:03
- Bromsgrove
About the Role
This position focuses on reviewing high-risk advice cases before they are presented to clients. You’ll carefully assess each case, ensuring all details are accurate and compliant, and either approve the file or liaise with the Financial Adviser to gather additional information.
Regular interaction with advisers is a key part of the role, so you’ll need to be confident in your approach and able to communicate clearly and professionally. The work is systematic and detail-oriented, offering variety and the satisfaction of seeing each case through to completion.
This role could be ideal for:
A Senior Paraplanner seeking a new challenge.
A Financial Adviser looking to move into a technical and quality-focused position.
You’ll join a well-established team where most members have been with the business for many years, reflecting a supportive and stable environment
Senior Advice Technician Requirements
Essential:
You must hold minimum Level 4 Diploma in Financial Planning
Chartered Financial Planner status or working towards completion.
Strong technical knowledge of financial planning and FCA regulations.
Experience reviewing complex advice cases and providing feedback.
Desirable:
Individuals with advanced qualifications and working towards (or holding) Chartered status would be preferred
Previous experience as a Senior Paraplanner or Financial Adviser
Familiarity with cashflow modelling tools and research systems.
The Company
Our client is a respected financial services organisation with a strong reputation for delivering high-quality advice and excellent client outcomes. They value technical expertise and offer a collaborative environment where professional development is encouraged.
Senior Advice Technician Benefits
Competitive salary and benefits package.
Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year’s service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts
Support for further professional qualifications and career progression.
Flexible working arrangements
Hybrid working from Bromsgrove
Join a long-standing, experienced team with a strong culture of knowledge sharing.
Location
Bromsgrove
Call us now on (phone number removed) or click Apply
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