Complex Needs Wealth Planning Specialist

Schroders Personal Wealth; Birmingham; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading financial advisory firm is looking for a Complex Needs Specialist in Birmingham. The role involves providing technical support to financial advisers working with complex client cases, developing tailored solutions, and offering expertise on trusts and inheritance tax. Candidates should possess a Level 4 Diploma and relevant experience in the financial services sector. The position offers generous benefits including 30 days of annual leave, private medical insurance, and a matched pension contribution.

Benefits

30 days of annual leave

Private medical insurance

Matched pension contribution

Qualifications

• Minimum Level 4 Diploma in financial services or related field.
• Relevant experience in dealing with complex financial cases.

Responsibilities

• Provide technical support for advisers handling intricate client cases.
• Develop tailored solutions for clients.
• Collaborate with internal teams on complex issues.

Skills

Technical expertise in financial services

Client relationship management

Education

Level 4 Diploma

Job description

A leading financial advisory firm is seeking a Complex Needs Specialist to provide technical support for financial advisers dealing with intricate client cases. This full‑time role will involve developing tailored solutions, offering expertise on trusts and inheritance repr. tax, and collaborating with internal teams. Candidates should have a minimum Level 4 Diploma and relevant experience in the financial services industry. Generous benefits include 30 days of annual leave, private medical insurance, and a matched pension contribution.