Technical Advice Specialist
Schroders Personal Wealth(1 month ago)
About this role
Schroders Personal Wealth is a wealth management firm focused on making financial advice more affordable and accessible. The Technical Advice Specialist provides specialist technical support to financial advisers on complex client cases and acts as a reference for market and technical advice trends to help develop tailored client solutions.
Required Skills
- Trusts
- IHT Planning
- VCT
- EIS
- Retirement Planning
- Paraplanning
- Financial Advice
- Stakeholder Management
- Market Analysis
- Coaching
+1 more
Qualifications
- Level 4 Diploma
- Working Towards Chartered
- Chartered (Beneficial)
- Statement of Professional Standing (SPS)
About Schroders Personal Wealth
spw.comPersonalised financial plans to help build a financial future for you and your family. Expert advisers to guide you through your journey. Find out more.
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