Adviser Technical Support – Wealth Management
Northampton - £depending on experience.
A leading Wealth Management firm located in Northampton are looking to recruit into their growing technical support team who provide comprehensive support to their financial advisers. This is an excellent opportunity to join a company who will actively invest in your development, qualifications and overall career development. The company have an excellent reputation, a proven track record of training career minded individuals and a strong flexible benefits package and working culture.
Specifics of the role include –
• Preparing reports and analysis for client portfolio reviews including fund analysis, illustrations and FactFinds.
• Draft meeting outcome reports and suitability letters for adviser review.
• Process investment trades, transfers and withdrawal requests.
• Develop technical knowledge in the areas of - cashflow modeling experience, tax calculations and pension calculations.
• Process new business and onboarding of clients.
• Respond to client queries, both written and acting as a point of contact for calls. Sit in on client meetings assisting the adviser.
• Assist the adviser with other business and client meeting planning as required.
This is a good career opportunity for someone with previous financial adviser support experience who is looking to continue and develop your career in Financial Services.
For more information please contact Richard Garbett.