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| Job Location | Bristol |
| Education | Not Mentioned |
| Salary | £30,000 - £35,000 per annum, inc benefits |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
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 Tax,Trust and Protection Technical Advisor to become part of their Technical Connection Advice Framework Helpline team, based in either Cirencester or Bristol.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.In return a competitive salary and unrivalled benefits can be offered with vast opportunity to progress with professional exam support.Criteria to be considered for interview:• Hold or working towards CII Diploma as a minimum with knowledge of Tax,Trust and ProtectionWhat you’ll be doing:• Accurately resolve technical and advice guidance framework queries received predominantly via Live Chat, phone, email, ASK and any other digital medium• Ensures that personal coaching and mentoring needs are proactively raised and resolved with line manager• Take personal responsibility in achieving the quality assurance targets set within the requirements of the QA framework in place• Personally display and evidence adherence to the firms competency framework and the colleague and customer service charters• Maintain professional qualification standards through effective CPD evidencing and recording• Consults on bespoke complex queries as part of the Mezzanine service offering (service that Partners book for longer more detailed queries), acting as the subject matter expert.Who we’re looking for:You will be required to communicate clearly and confidently with all levels of Field Management and The Partnership. There is a requirement to articulate complex feedback in relation to technical financial planning and tax implications in a way that is understood and accepted. Communication can be via phone or email and conversations can be challenging and with implications.Required Technical Knowledge & Qualifications• Must demonstrate good knowledge of all products/services/systems offered through completion of internal accreditation licenses• Can competently convey technical information through Live Chat/calls/email/ Mezzanines/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 e.g. CII Diploma in Regulated Financial Planning