Required Skills
Strong technical documentation expertise
Professional written and verbal communication
Proven experience in financial services administration
Portfolio review preparation
Client reporting proficiency
Investment trade processing knowledge
Attention to detail and accuracy
MS Office suite proficiency
Client relationship management
Time management and organisational skills
Problem-solving abilities
Team collaboration skills
Basic understanding of financial products and services
Professional telephone manner
Job Summary
Within the heart of Northampton, this client stands as a beacon of excellence in wealth management. As they continue their impressive growth trajectory, they seek an Adviser Technical Support professional to join their distinguished team.
This isn't just another support role – it's an opportunity to become an integral part of a wealth management firm that genuinely invests in their people's future. The client has built their reputation on developing talent and fostering long-term careers, demonstrated through their comprehensive training programme and commitment to professional development.
The successful individual will find themselves in an environment where technical expertise meets client service excellence, working alongside experienced financial advisers who value collaborative thinking and innovative approaches to wealth management.
Experience
We're seeking individuals who have cultivated their expertise within the financial services sector. Your background should demonstrate a clear progression in understanding wealth management processes and showcase your ability to handle complex financial documentation with precision.
Job Responsibilities
- Beyond the technical capabilities, we're looking for someone who brings precision to their work, understanding that every document tells part of a client's financial journey. Your communication skills should be as refined as your technical abilities, enabling you to translate complex financial concepts into clear, actionable information.
Job Benefits
- Competitive salary package (dependent on experience)
- Hybrid and flexible working arrangements
- Professional development programme
Desired Skills
Working towards financial services qualifications
Previous paraplanning experience
Knowledge of UK financial regulations
Experience with financial planning software
Cashflow modelling expertise
Understanding of investment platforms
Experience with suitability letter writing
Knowledge of pension and tax calculations
Client meeting experience
Exposure to wealth management processes
Experience with FactFind preparation
Understanding of risk profiling
Previous experience in IFA environment
Knowledge of investment products
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