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Technical Advisers (Diploma Not Required)

Posted 4 January by Exchange Street Financial Services Ended

Our client is a highly regarded and award winning national wealth management organisation. As part of its ongoing commitment to ensuring that the highest quality of advice is given to their high net worth client base, it is currently seeking to recruit a number of Technical Advisers into its Bristol office.

The purpose of the role is to resolve all technical queries, within agreed timescales, raised by financial planners and other teams within the business.

Successful applicants will have a good working knowledge of financial services products and regulations and be working towards Diploma status. Although not a pre-requisite those with Diploma status will be viewed favourably. In addition, applicants should have strong communication and organisation skills. Business carried out by the firm is largely focused on retirement/pension and investment/tax planning so it is vital that candidates have strong technical skills in these areas.

The role offers an attractive starting salary, access to a discretionary bonus scheme and an extensive benefits package (including 10% pension contribution, PHI, childcare vouchers, car parking etc.) Alongside this is the opportunity to work within a forward thinking organisation that truly values their employees and offers genuine progression opportunities.

Required skills

  • Financial Planning

Reference: 33190250

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