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Schroders Personal Wealth · 1 week ago

Technical Advice Specialist

Horsham

Full-time

Hybrid

Mid Level

Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. The Technical Advice Specialist will support financial advisers in constructing and developing client solutions for technically complex advice areas.

Financial Services

Responsibilities

Act as technical support for complex advice cases where advisers require the support of a specialist to help construct and develop tailored client solutions

Provide expertise on cases involving unusual client circumstances, trusts, non-personal entities, enhanced IHT planning, VCT/EIS, retirement income planning, and legacy product issues

Act as a point of reference for the wider investment market and advice trend information

Support advisers in the construction of appropriate advice and product solutions along with any bespoke pricing arrangements

Key SME who analyses and evaluates the feasibility / relevance of proposals for complex products / services

Collaborate with internal teams and external partners, including third-party providers and Cazenove Capital, to ensure smooth client onboarding

Invest in your own development and support others by delivering specialised training or coaching in your area of expertise

Identify opportunities to improve business practices and recommend enhancements to policies, processes, and standards

Uncover emerging issues and/or needs and identify potential causes, related issues, key stakeholders and barriers

Contribute to Investment Office forums and stay informed on emerging issues, market developments, and legislative changes

Commitment to living our values, upholding Consumer Duty responsibilities, ensuring professional standards and maintaining your Statement of Professional Standing (SPS)

Qualification

Level 4 DiplomaChartered qualificationWealth management experienceFinancial services experienceFinancial adviser experienceParaplanning experience

Required

Minimum Level 4 Diploma and working towards Chartered, Chartered would be beneficial

Proven experience working in wealth management or financial services industry

Previous financial adviser or paraplanning experience preferred

It is a role requirement to pass any professional qualifications relevant to the role that may be introduced by future legislation

Benefits

Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.

Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.

Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.

Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.

Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)

Financial Advice: Access to free financial advice to help secure your financial future.