Opportunity – Technical Connections Adviser (Tax,Trust, Investments, Pensions and Protection)

I have 2 x roles pension focused and 1 x Tax,trust and protection

This role is hybrid working ideally 2 days in the office and 3 days at home rand can  be based out of any of their offices in Bristol or Cirencester but fully remote may be considered

Salary upto £50,000 ddependent on qualifcations and experience,  plus upto 25% bonus and unrivalled benefit's which includes Non-Contributory Pension – 10%, (increasing with length of service) , Bonus upto 15% , Share schemes, Private Medical and Dental Insurance plus 28 days holiday plus bank hols and much more.

My Client are a FTSE 100 Company , they are a recognised and established National Wealth Management business that puts long-term relationships and trusted face to face financial advice at the centre of everything they do.

They are looking for a Technical Advisor to become part of their Technical Connection Advice Framework Helpline team, this is a fantastic opportunity to be part of a well-respected, established department within the company looking to build a new team which offers autonomy and career development.

The team provide expert generic and technical support, predominantly via phone, to an agreed high quality and agreed service standards.

Main Purpose of Job:

• Provide technical support to the Partnership regarding Investments via phone, email and Livechat.

• Support the Partnership with the Investments Advice Guidance Framework.

• To provide a peerless technical query resolution service, adhering to agreed standards, to Partners to agreed service levels.

• Through consultative questioning, help to identify more complex technical Partnership needs and if appropriate refer to a more experienced technician

• Personally contribute to the continuous improvement of the technical query resolution service

Key Responsibilities of the Job:

• Accurately resolve technical queries received via Live Chat, phone, email, ASK and any other digital medium.

• Support the delivery of core service as required by the operation.

• Takes personal responsibility for improving own technical knowledge, product/process/system knowledge as well as service skills

• Ensures that personal coaching and mentoring needs are proactively raised and resolved with line manager

• Takes personal responsibility in achieving the quality assurance targets set within the requirements of the QA framework in place

• Maintain professional qualification standards through effective CPD evidencing and recording.

• Willing contribution to small scale projects within the division.

Requirements of the Job:

Job Knowledge:

• Good  Product knowledge and understanding but this will also be taught

•Can competently convey technical information through Live Chat/calls/email/Techlink and any other digital medium to ensure comprehension by intended audience

• Ability to apply consultative questioning techniques to analyse the full extent of technical query and provide the appropriate answer

• Qualified to Level 4 QCF or equivalent eg. Cii Diploma in Regulated Financial Planning 

This role is ideal for IFA's, Paraplanner's, IFA Support and compliance professionals as the skills and kwowledge is transferable within this team.