Technical Advisor to Wealth Managers

2 days ago


Ipswich, Suffolk, United Kingdom CV-Library Full time

This Technical Advisor to Wealth Managers role is a fantastic opportunity for a highly motivated and organized individual to join our team in Ipswich. As a key member of our operations team, you will be responsible for providing technical support to our Wealth Managers and ensuring the delivery of high-quality client advice and service.

Responsibilities
  • Provide technical support to Wealth Managers, including preparing meeting packs, processing client changes of details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager.
  • Accurately update client information and system records in Intelliflo Office (iO).
Requirements
  • GCSE English and Maths (or equivalent).
  • CII Level 4 Diploma in Financial Planning (or working towards qualification).
  • Excellent IT skills, particularly using Microsoft Office suite, Word, Excel, and Outlook.
Benefits
  • Minimum of 23 days annual leave, increasing at certain continuous service milestones to 28 days.
  • Discretionary company Christmas leave.
  • Flexible working opportunities.
  • Eligibility to participate in discretionary annual bonus opportunities.

Estimated salary: £30,000 - £38,000 per annum. Salary negotiable depending on experience.



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