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Technical Specialist

1601 S Eucalyptus Ave #100, Broken Arrow, OK 74012, USA

£45000 - £60000 per annum

Permanent (Full time)

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Our client, a market leader in digital financial advice products, are seeking to hire a Technical Specialist to join their team of Financial Advisers

Job Requirements:

  • Delivering honest, customer-focused retirement advice
  • Checking and Signing off financial advice for customers reaching retirement age
  • Assisting customers with day to day queries, resolving any issues with their suitability reports or other related administration
  • CF30 authorisation will be required immediately, CAS will be required within 3 months - support will be given.

Skills and Experience:

  • Certified Financial Planner/DipPFS as a minimum
  • 5+ Years Technical/Paraplanning or Advisory experience is essential
  • Knowledge and experience with all types of pension schemes, products and pension benefits
  • Chartered Status is desirable, or an intention to work towards this

Posted 100 days ago

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