Senior Financial Advisory Technician – Chartered Path

AFH Financial Group.; Bromsgrove; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm in the UK is seeking a Senior Advice Technician to enhance advisory outcomes and support financial advisers. The ideal candidate will hold or be working towards Chartered Financial Planner status, demonstrating strong knowledge in financial planning principles and experience in advising clients. The role includes providing complex advice, conducting detailed research, and supporting regulatory compliance. Competitive salary and benefits are offered, with additional perks such as flexible working and professional development opportunities.

Benefits

Flexible working and holiday allowance

Annual Christmas and Summer parties

Contributory pension scheme

Competitive discretionary annual bonus

Health and wellbeing initiatives

Tailored learning and development programmes

Shopping discounts with various retailers

Qualifications

• Commitment to pursuing further professional qualifications.
• Excellent knowledge in personal and corporate financial planning.
• Ability to manage workflow in a fast-paced environment.

Responsibilities

• Enhance advisory outcomes through discussion on financial planning cases.
• Provide professional judgement on high-risk cases.
• Respond to advanced advice queries and conduct detailed research.

Skills

Chartered Financial Planner status

Knowledge of financial planning principles

Experience in supporting financial advisers

Aptitude in Microsoft Office

Education

Chartered Financial Planner qualification

Tools

Microsoft Office

Research systems

Job description

A leading financial advisory firm in the UK is seeking a Senior Advice Technician to enhance advisory outcomes and support financial advisers. The ideal candidate will hold or be working towards Chartered Financial Planner status, demonstrating strong knowledge in financial planning principles and experience in advising clients. The role includes providing complex advice, conducting detailed research, and supporting regulatory compliance. Competitive salary and benefits are offered, with additional perks such as flexible working and professional development opportunities.