Complex Cases Wealth Specialist

Schroders Personal Wealth; Leeds; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in Leeds is looking for a Technical Advice Specialist. This role supports advisers on complex client cases and offers expert guidance on unusual circumstances. The ideal candidate should have a Level 4 Diploma along with experience in wealth management or the financial services sector. The position includes generous benefits, such as 30 days of leave, health insurance, and a pension contribution, with options for flexible working arrangements.

Benefits

30 days of leave

Health insurance

Generous pension contribution

Flexible working arrangements

Qualifications

• Experience in wealth management or the financial services sector is essential.

Responsibilities

• Support advisers with complex client cases.
• Provide expert guidance on unusual circumstances.

Education

Level 4 Diploma

Job description

A financial services firm in Leeds is seeking a Technical Advice Specialist to support advisers with complex client cases and provide expert guidance on unusual circumstances. Candidates should have at least a Level 4 Diploma and experience in wealth management or the financial services sector. This role emphasizes ongoing development and includes a range of benefits such as 30 days of leave, health insurance, and a generous pension contribution. Flexible working arrangements are available.