Join our team as a Technical Advice Specialist and become an invaluable partner to our Wealth Managers
Provide expert guidance that empowers our advisors to deliver outstanding, compliant advice to our clients
Prepare and present practical case studies to illustrate technical concepts and support learning and development
Provide technical support across investments, pensions, tax, and estate planning to Wealth Managers
Act as subject matter expert on client cases, reviewing proposed advice strategies and ensuring regulatory compliance
Design and deliver training including online clinics, in-person sessions, and national briefings to support ongoing upskilling
Maintain quality assurance standards to ensure all advice aligns with regulatory requirements and internal governance
Interpret budget and legislative changes to develop case studies that help Wealth Managers advise clients on planning opportunities
Work with third-party providers to deliver specialist training on products and regulatory updates
Build strong cross-functional relationships with Regional Centre Heads, Heads of Office, Wealth Managers, and support teams
Work closely with Wealth Managers to utilise cashflow modelling effectively

Strong technical knowledge of financial planning, pensions, tax, investments, and estate planning with understanding of relevant regulatory frameworks
Experience in wealth management or private banking delivering or supporting financial advice
Excellent communication and interpersonal skills with ability to build relationships, coach, and influence colleagues effectively
Strong analytical and problem-solving skills with meticulous attention to detail and commitment to quality
Ability to interpret complex technical information and translate it clearly for diverse audiences
Experience with cashflow modelling tools (highly desirable)
The RQF Level 6 Advanced Diploma in Financial Planning or equivalent
Chartered or working towards Chartered status (e.g., CII/ CISI) preferred
Relevant specialist qualifications are advantageous
Proven industry experience

Comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services

Technical Advice Manager

Key skills