Technical Advice Specialist

Schroders Personal Wealth; Birmingham; Hybrid; GBP 50,000 - 65,000; Full time

Job summary

A leading financial services firm in Birmingham is seeking a Complex Needs Specialist to support financial advisers in constructing tailored solutions for clients with intricate financial needs. The ideal candidate will provide technical expertise on complex advice scenarios and collaborate with internal teams to ensure seamless client onboarding. You will play a crucial role in enhancing financial advice accessibility and effectiveness, while promoting diversity and inclusion within the workplace. Flexible working arrangements are actively supported.

Benefits

Generous Holiday Entitlement

Company-Paid Private Medical Insurance

Matched Pension Contribution

Flexible Cash Allowance

Bonus Opportunity

Access to Free Financial Advice

Qualifications

• Minimum Level 4 Diploma and actively working towards Chartered status.
• Proven experience in wealth management or financial services.
• Preferred experience as a financial adviser or paraplanner.

Responsibilities

• Provide expertise on cases involving complex client circumstances.
• Support advisers in constructing appropriate advice and product solutions.
• Collaborate with teams and external partners for client onboarding.

Skills

Diploma Level 4

Wealth Management Experience

Financial Services Experience

Paraplanning Experience

Education

Level 4 Diploma (working towards Chartered)

Job description

Complex Needs Specialist page is loaded## Complex Needs Specialistlocations : Leeds  : Birmingham  : Exeter  : Horsham  : Cambridge.  time type : Full timeposted on : Posted Yesterdayjob requisition id : JR001325 Job Type פי Permanent Closing Date 01 / 02 / 2026Schroders Personalையில் aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people.  We want to change lives for the better.

Acting as a technical support for complex advice cases, the Complex Needs Specialist will support financial advisers in constructing and developing client solutions for technically complex advice areas.  This includes acting as a point of reference for wider investment market and technical advice trends information.  As a Complex Needs Specialist, you’ll play a key role in supporting our financial advisers with technically complex advice cases, helping them deliver exceptional solutions for clients with unique or intricate financial needs.  You’ll act as a trusted technical resource, providing insight into advanced planning strategies and market trends to strengthen relationships and secure outcomes.

Key Responsibilities

• 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 and relevance of proposals for complex products and 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, identify potential causes, related issues, key stakeholders, and barriers.
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• Contribute to Investment Office forums and stay informed on emerging issuesdze, market developments, and legislative changes.
• Commitment to living our values, upholding Consumer Duty responsibilities, ensuring professional standards and maintaining your Statement of Professional Standing

Skills and Experience

• 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.
• Ituran role requirement to pass any professional qualifications relevant to the role that may be introduced by future legislation.
• We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

Benefits

• Generous Holiday Entitlement: 30 days of annual leave plus bank vice holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company‑paid Private Medical Insurance, Life Insuranceuto 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 or company performance (eligible after 3 months’ service).
• Financial Advice: Access to free financial advice to help secure your financial future.

We support flexible working: At SPW, we know how important it is to be able to achieve a balance.  We want to support your lifestyle as well as meeting our business needs, so we keyboards to be flexible.  As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job‑sharing arrangements. Many colleagues work from home, or in a hybrid way.  We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here: At SPW, we embrace individuality and diversity of identity, experience, and thought.  We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities.  We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo‑regulated firm.  If this role is classed as a Certified Role under that regime, you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.