Technical Advice Specialist

Overview

Join to apply for the Technical Advice Specialist role at Schroders Personal Wealth
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Job Type Permanent

Closing Date 18/01/2026

Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.

• Act as technical support for complex advice cases where advisers require the support of a specialist to help construct and develop tailored client solutions.
• Provide expertise on cases involving unusual client circumstances, trusts, non-personal entities, enhanced IHT planning, VCT/EIS, retirement income planning, and legacy product issues.
• Act as a point of reference for the wider investment market and advice trend information.
• Support advisers in the construction of appropriate advice and product solutions along with any bespoke pricing arrangements.
• Be a key SME who analyses and evaluates the feasibility and relevance of proposals for complex products and services.
• Collaborate with internal teams and external partners, including third-party providers and Cazenove Capital, to ensure smooth client onboarding.
• Invest in your own development and support others by delivering specialised training or coaching in your area of expertise.
• Identify opportunities to improve business practices and recommend enhancements to policies, processes, and standards.
• Uncover emerging issues and/or needs and identify potential causes, related issues, key stakeholders and barriers.
• Contribute to Investment Office forums and stay informed on emerging issues, market developments, and legislative changes.
• Commitment to living our values, upholding Consumer Duty responsibilities, ensuring professional standards and maintaining your Statement of Professional Standing (SPS).

• Minimum Level 4 Diploma and working towards Chartered;
  Chartered would be beneficial.
• Proven experience working in wealth management or financial services industry.
• Previous financial adviser or paraplanning experience preferred.

It is a role requirement to pass any professional qualifications relevant to the role that may be introduced by future legislation.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing:
  Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance:
  Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity:
  Dependent on individual/company performance (eligible after 3 months’ service).
• Financial Advice:
  Access to free financial advice to help secure your financial future.

Note
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To find out more, please visit

We support flexible working: at SPW, we know how important it is to balance work and life. We will strive to be flexible, including informal flexible hours, reduced working hours, and job-sharing arrangements. Many colleagues work from home or in a hybrid pattern.

You belong here:
We embrace individuality and diversity of identity, experience, and thought. We strive for inclusive behaviours, make appropriate adjustments for disabilities and health conditions, and ensure equal opportunities for all.

Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm. If this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have additional conduct and regulatory duties to adhere to, including annual certification of fitness and propriety.

Location:

National