Job Description

What is the opportunity? Join our team as a Technical Advice Specialist and become an invaluable partner to our Wealth Managers. In this role, you'll be at the heart of the [Employer hidden — sign up to reveal] Client Advice team, providing expert guidance that empowers our advisors to deliver outstanding, compliant advice to our clients. Your deep technical knowledge across planning, tax, and regulatory matters will be the backbone supporting our team – ensuring every client receives holistic, practical solutions tailored to their unique needs. If you're passionate about helping talented advisors excel and take pride in enabling exceptional client outcomes, this is your opportunity to make a meaningful impact.

[Employer hidden — sign up to reveal]'s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Prepare and presents practical case studies to illustrates technical concepts and supports learning and development
• Provide technical support across investments, pensions, tax, and estate planning to Wealth Managers
• Act as subject matter expert on client cases, reviewing proposed advice strategies and ensuring regulatory compliance
• Design and deliver training including online clinics, in-person sessions, and national briefings to support ongoing upskilling
• Maintain quality assurance standards to ensure all advice aligns with regulatory requirements and internal governance
• Interpret budget and legislative changes to develop case studies that help Wealth Managers advise clients on planning opportunities
• Work with third-party providers to deliver specialist training on products and regulatory updates
• Build strong cross-functional relationships with Regional Centre Heads, Heads of Office, Wealth Managers, and support teams, acting as trusted technical coach
• Work closely with Wealth Managers to utilise cashflow modelling effectively, helping ensure client plans are aligned with their goals

What do you need to succeed?

Must-have

• Strong technical knowledge of financial planning, pensions, tax, investments, and estate planning with understanding of relevant regulatory frameworks
• Experience in wealth management or private banking delivering or supporting financial advice
• Excellent communication and interpersonal skills with ability to build relationships, coach, and influence colleagues effectively
• Strong analytical and problem-solving skills with meticulous attention to detail and commitment to quality
• Ability to interpret complex technical information and translate it clearly for diverse audiences
• Experience with cashflow modelling tools (highly desirable)
• The RQF Level 6 Advanced Diploma in Financial Planning or equivalent
• Chartered or working towards Chartered status (e.g., CII/ CISI) preferred
• Relevant specialist qualifications are advantageous
• Proven industry experience

What is in it for you?

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Additional Details

Address: 16 St Helen's Place, London, United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Job Skills: Building Talent, Business Development, Inspiring, Long Term Planning

[Employer hidden — sign up to reveal] is an equal opportunity employer. For more information, visit jobs.[Employer hidden].com.