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Are you an experienced technical support professional looking to advance your career with a leading Wealth Management firm? Our client in Northampton is expanding their technical team and seeks someone passionate about providing comprehensive support to their financial advisers.
In this role, you'll be at the heart of the advisory process, preparing detailed portfolio reviews, crafting suitability reports, and attending client meetings alongside advisers. You'll develop your expertise in cashflow modeling, tax calculations, and investment processing while building strong relationships with both clients and advisers.
We're looking for someone who already understands the rhythm of supporting financial advisers - from preparing those crucial client review packs to managing the intricate details of portfolio analysis. Your experience with investment platforms and products will be put to good use as you help drive the success of the advisory team.
What's in it for you? Beyond a competitive salary you'll receive comprehensive professional qualification support, allowing you to further develop your technical expertise. The supportive team environment encourages growth and offers clear pathways for career progression.
The ideal candidate will bring: Previous experience supporting financial advisers, particularly in preparing client documentation and portfolio analysis. Your understanding of FactFinds, suitability reports, and investment platforms will be essential in this role.
This position offers an excellent opportunity to build upon your existing financial services experience while developing your career within a prestigious wealth management firm.
