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Complex Cases Wealth Specialist

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Schroders Personal Wealth
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant
Job Description & How to Apply Below

A financial services firm in Leeds is seeking a Technical Advice Specialist to support advisers with complex client cases and provide expert guidance on unusual circumstances. Candidates should have at least a Level 4 Diploma and experience in wealth management or the financial services sector. This role emphasizes ongoing development and includes a range of benefits such as 30 days of leave, health insurance, and a generous pension contribution.

Flexible working arrangements are available.

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