[Hiring] Technical & Advice Documentation Specialist @Perspective Financial Group

Role Description

Our Technical & Advice Documentation Specialist supports the Group's Consumer Duty obligations on two fronts, strengthening the technical suitability of advice and ensuring client-facing documentation is clear, accurate, and supports consumer understanding.

We are looking for a versatile, detail-oriented professional to join the Business Monitoring team in a broad-ranging role that spans both technical advice support and advice documentation and systems. Working alongside the Senior Technical Specialist and the Senior Advice Documentation & Systems Lead, the successful candidate will provide additional capacity across both areas, contributing to:

• Technical query support
• File review guidance
• Creation and maintenance of key advice documentation within Intelligent Office

This is an all-rounder role rather than a specialist one, ideally suited to someone with a solid grounding in financial planning who enjoys variety and collaboration across multiple teams — including Financial Planners, Paraplanners, Compliance, Risk, and Operations — and who wants to develop breadth as well as depth in their expertise.

Qualifications

• Diploma in Financial Planning or equivalent – Essential
• Equity Release and Mortgage - Desirable
• Qualifications in specialist areas (e.g. AF7 Pension Transfers, AF8 Retirement Income Planning, Long Term Care, Trusts) – Desirable

Requirements

• A practical understanding of financial planning, advice, and the products and services available to clients for wealth, mortgage, and protection needs.
• A good understanding of regulatory requirements, including evidencing Know Your Customer (KYC) through fact finding and articulating advice through suitability reports.
• Experience of analysing technical advice situations and assessing the suitability of proposed advice or recommendations.
• Confidence working with IT systems used in the advice process, such as Intelligent Office and Document Designer, or the aptitude to develop this quickly — alongside proficiency in Excel to record and analyse data.
• A client-centric approach, ensuring both advice and documentation support great client outcomes.
• Excellent attention to detail and analytical ability, with a high standard of written and verbal communication skills.
• Strong organisational skills and the ability to manage a varied workload across multiple teams, working to tight deadlines when required.
• Proven ability to work as part of a team, engage stakeholders effectively, and provide constructive feedback in a positive manner.
• A keen interest in how technology and AI can shape and evolve Financial Services, particularly in the advice and documentation process.
• A professional, positive 'can-do' attitude and a desire for continuous improvement — with the opportunity to develop specialist expertise in either or both areas of the role over time.