Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers with complex advice cases and craft tailored client solutions.
- Company: Leading financial services firm focused on exceptional client outcomes.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact by simplifying complexity and delivering clarity in financial advice.
- Qualifications: Level 4 Diploma and experience in wealth management or financial services.
- Other info: Opportunities for growth and collaboration with industry experts.
The predicted salary is between 52000 - 78000 £ per year.
The ideal candidate will be a Senior Paraplanner with proven experience handling complex cases. Chartered status, or progress toward Chartered, is preferred. This role would suit an experienced adviser seeking to transition away from a client-facing position.
As a Technical Advice Specialist, you’ll play a key role in supporting our financial advisers with technically complex advice cases, helping them deliver exceptional solutions for clients with unique or intricate financial needs. You’ll act as a trusted technical resource, providing insight into advanced planning strategies and market trends to strengthen relationships and secure outcomes. You believe that great advice starts with understanding complexity and crafting solutions that meet each client’s unique circumstances.
You’ll collaborate closely with advisers and paraplanners, offering expertise in areas such as trusts, non-personal entities, enhanced inheritance tax planning, and specialist investment strategies. Your ability to simplify complexity and deliver clarity will be central to creating confidence for both advisers and clients.
Key Responsibilities- 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.
- Key SME who analyses and evaluates the feasibility / relevance of proposals for complex products / 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 preferred.
- Proven experience working in wealth management or financial services industry.
- Previous financial adviser or paraplanning experience preferred - at a senior level.
- 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 your applications as soon as possible.
Technical Advice Specialist employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Advice Specialist
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your technical knowledge and experience. We want to see how you can simplify complex financial concepts and provide tailored solutions. Be ready to share examples of how you've tackled tricky cases in the past!
✨Practice Makes Perfect
Before any interview, do some mock interviews with friends or mentors. We can’t stress enough how important it is to practice articulating your thoughts clearly and confidently. This will help you feel more at ease when discussing your skills and experiences with potential employers.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the initiative to reach out directly. So go ahead, hit that apply button!
We think you need these skills to ace Technical Advice Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in wealth management and any relevant qualifications, like your Level 4 Diploma or progress towards Chartered status.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Technical Advice Specialist role. Share specific examples of how you've handled complex cases and supported advisers in the past.
Showcase Your Technical Expertise: In your application, emphasise your knowledge of advanced planning strategies, trusts, and enhanced IHT planning. We want to see how you can simplify complexity and deliver clarity in your work.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensure you’re considered for this exciting opportunity.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around trusts, inheritance tax planning, and investment strategies. Being able to discuss complex cases confidently will show that you're the right fit for the role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully handled intricate financial cases. This will help demonstrate your ability to simplify complexity and deliver clarity, which is crucial for this position.
✨Ask Insightful Questions
Come prepared with questions that show your understanding of the industry and the company's approach to complex advice. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.
✨Emphasise Collaboration Skills
Since the role involves working closely with advisers and paraplanners, highlight your teamwork experience. Share examples of how you've collaborated with others to achieve successful outcomes in previous roles.
