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Complex Needs Wealth Planning Specialist
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, Regulatory Compliance Specialist
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Complex Needs Specialist to provide technical support for financial advisers dealing with intricate client cases. This full‑time role will involve developing tailored solutions, offering expertise on trusts and inheritance repr. tax, and collaborating with internal teams. Candidates should have a minimum Level 4 Diploma and relevant experience in the financial services industry. Generous benefits include 30 days of annual leave, private medical insurance, and a matched pension contribution.
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