Join a rapidly growing FinTech company at the forefront of redefining personal financial advice. Our client is dedicated to making financial services transparent, efficient, and meaningful, focusing on enhancing clients' lives rather than material possessions.
Role Overview:
As a Financial Strategy Technical Specialist, you will play a pivotal role in maintaining the highest standards of financial advice and service delivery within our clients Client Advice team. This position involves providing specialised technical support and ensuring even the most complex cases are handled with precision and excellence. You will contribute to the continuous improvement of the companies advice processes and knowledge base by staying updated on legislative changes and industry best practices.
Responsibilities:
- Assist Wealth Advisers (WA’s) in developing high-quality financial strategies aligned with clients' goals.
- Collaborate with WA’s and compliance teams to ensure regulatory compliance and industry best practices.
- Stay updated on industry regulations, product developments, and best practices.
- Support the team in client meetings, addressing inquiries and offering clarification on recommendations.
- Maintain accurate client records and documentation while mentoring other team members.
- Contribute to the continuous improvement of processes and procedures within the company.
Requirements/Technical Skills:
- Minimum of 5 years' experience in a paraplanning or technical specialist role within the UK financial planning industry.
- Deep understanding of financial markets, investment products, and regulatory requirements.
- Chartered Financial Planner status (Level 6) from the Chartered Insurance Institute (CII) and completion of specified CII exams.
Personal Attributes:
- Warm and engaging with strong relationship-building skills.
- Solutions-led with proactive problem-solving abilities.
- Detail-oriented with confidence in client interactions.
- Effective collaborator and team player.
- Inquisitive and eager to share ideas.
Benefits:
- Flexible working environment with a hybrid working policy.
- Generous annual leave allowance and family-friendly policies.
- Regular team socials and a welcoming, inclusive office environment.
- Support for mental and physical well-being, including fitness classes and gym access.
- Competitive salary package and pension contribution.
If you're ready to join a dynamic team driving innovation in personal finance, apply now. Don't miss out on this opportunity to grow your career in a rapidly expanding FinTech environment.
Sector:
- Financial Services
- Financial Planning
