Financial Services Technical Specialist

3 weeks ago


London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

Position: Financial Services Technical Specialist

Location: City Office

Compensation: Competitive Salary + Bonus + Benefits

We are a reputable financial services firm seeking to hire a skilled Financial Services Technical Specialist to enhance our team. Our organization is committed to delivering exceptional service, assisting clients in realizing their financial objectives through comprehensive planning and wealth management.

In this role, you will provide essential technical support and expertise, conducting thorough research and analysis of diverse financial solutions. You will serve as the primary resource for addressing technical inquiries, ensuring a seamless client experience throughout their journey. Your responsibilities will include:

  • Performing in-depth research to identify appropriate financial solutions.
  • Creating detailed and insightful reports that reflect your understanding of client needs.
  • Collaborating with the team to ensure accurate processing of actions from review meetings.
  • Updating systems to maintain precise records.
  • Potentially participating in client meetings to foster relationships.

Qualifications:

  • Proven experience as a Technical Specialist or Paraplanner with strong report writing and analytical skills.
  • Level 4 Diploma is preferred but not mandatory if you possess substantial experience in paraplanning.
  • Familiarity with Life, Pension, and Investment products is essential.
  • We value a positive work environment and seek individuals who align with our approach to work-life balance.
  • Hybrid working arrangements may be considered, although the role is primarily office-based.

Our firm is a distinguished player in the wealth management sector, managing substantial assets and providing a range of investment and retirement solutions to a discerning clientele.

Note: Candidates offered a position will undergo standard financial and identity verification checks.



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