Wealth Advisory Tech Specialist Complex Needs
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-01-15
Listing for:
Schroders Personal Wealth
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Birmingham is seeking a Complex Needs Specialist to support financial advisers in constructing tailored solutions for clients with intricate financial needs. The ideal candidate will provide technical expertise on complex advice scenarios and collaborate with internal teams to ensure seamless client onboarding. You will play a crucial role in enhancing financial advice accessibility and effectiveness, while promoting diversity and inclusion within the workplace.
Flexible working arrangements are actively supported.
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