IFA TECHNICAL ADVISORY

🔒 Confidential Employer
Posted 19 March 2026
LOCATION
Manchester
TYPE
Full-time
LEVEL
Mid-Senior level
SALARY
£60,000 / year
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Financial Planning Investments Pensions Tax Compliance Sales Paraplanning

FULL DESCRIPTION

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)

£50K -£60K + Benefits           80% WFH (Manchester Area)

Ref: 4172D

Job Description

Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk & Support manager. Duties will include;

  • Advising IFAs and colleagues on FP sales whether investments, pensions, saving, tax & or trust issues
  • Assist in improving firms written support in these area
  • Attending industry events to help promote the company's services
  • Ad hoc projects as required

You must be Level 4 qualified (& willing to study for L6 with support if not yet taken) with a good knowledge across investments, pensions, saving, tax &/or trust issues. It may suit someone already in a Compliance role or else an IFA Salesperson or Paraplanner looking to move into such or someone from a product provider (account manager or technical support) also looking for such.

Excellent opportunity for permanent employment with well respected & progressive firm.  NB the role is hybrid in Manchester (1d office; 4d pw WFH).

 So, if that sounds like you, then please send your details to our MD, David Symes FCA, at [contact hidden](including home address or post code & a contact no) however please note we cannot reply to all applications so only successful applications will be contacted (although under no circumstances are your details ever passed on without your specific permission).

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