Technical Specialist - Wealth Management (Remote)

Brevere Group; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial planning firm is seeking a technical specialist in Wealth Management. This role involves supporting Financial Planners in client meetings, ensuring compliance, and managing client workflows. The position offers remote working with occasional office visits in Buckinghamshire, and opportunities for career growth within a supportive environment.

Benefits

Wellbeing programs

Excellent remuneration package

Qualifications

• Strong knowledge of financial planning products and services.
• Experience in Wealth Management.
• Familiarity with DFMs.

Responsibilities

• Attend client meetings and provide technical support.
• Manage client requirements and ensure successful outcomes.
• Ensure compliance with regulatory standards.

Skills

Technical Support

Financial Planning

Client Management

Education

Diploma in Financial Planning

Job description

Are you an accomplished Wealth Management professional with extensive technical skills? This bespoke life and financial planning firm is looking for a technical specialist to provide research and direct involvement in client meetings.

(This role is mostly remote, but you will visit the office a couple of times a month.)

The role will include:

1. Attend client meetings alongside Financial Planners to provide technical support.
2. Assist in preparing for client meetings.
3. Provide comprehensive support for Financial Planners.
4. Ensure adherence to all regulatory and compliance standards.
5. Liaise with product providers and other relevant third parties.
6. Manage and follow through on client requirements to ensure successful outcomes.
7. Oversee and monitor client annual reviews on behalf of Financial Planners.
8. Assist with client presentations and other activities as required.
9. Manage individual workflow and task delivery effectively.

You must be Diploma qualified in financial planning, with experience in Wealth Management. You should have strong knowledge of financial planning products and services and experience working with DFMs.

This role is with an excellent firm that offers genuine care for their employees' wellbeing. The position is primarily remote, with visits to the Buckinghamshire office a few times a month, so you should live relatively locally.

This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence.

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