Remote Financial Advice QA Technician

AFH Financial Group.; Remote; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial advisory firm in the UK is looking for an Advice Quality Assurance Technician to enhance advisory outcomes and support financial advisers. The ideal candidate will have Chartered Financial Planner status or be working towards it, demonstrating expertise in financial planning principles. This role involves providing professional advice, conducting detailed research, and engaging in continuous professional development. Join a dynamic team and enjoy flexible working, comprehensive benefits, and opportunities for professional growth.

Benefits

Flexible working & holidays

Annual parties

Pension scheme

Discretionary bonus

Health and wellbeing benefits

Professional development programs

Shopping discounts

Qualifications

• Chartered Financial Planner status or working towards it.
• Willingness to pursue further professional qualifications.
• Excellent knowledge of regulatory requirements.
• Experience providing feedback on financial adviser case files.

Responsibilities

• Enhance advisory outcomes via complex case discussions.
• Provide professional judgement on high-risk cases.
• Respond to advanced advice queries through detailed research.
• Support post audit review assessments of advice cases.

Skills

Chartered Financial Planner status

Knowledge of financial planning principles

Experience in supporting financial advisers

Microsoft Office proficiency

Education

Professional qualifications in financial planning

Job description

A leading financial advisory firm in the UK is looking for an Advice Quality Assurance Technician to enhance advisory outcomes and support financial advisers. The ideal candidate will have Chartered Financial Planner status or be working towards it, demonstrating expertise in financial planning principles. This role involves providing professional advice, conducting detailed research, and engaging in continuous professional development. Join a dynamic team and enjoy flexible working, comprehensive benefits, and opportunities for professional growth.