Technical Assistant - Financial Services
Siamo Recruitment a division of Siamo Group.
Within this role as the Technical Assistant, you will touch all areas of the business including relaying financial advice to their customer base.
Our client, a leader in their market is focussed on onboarding a talent looking for accountability, responsibility, investment and with the ability to prioritise customer experience in every step.
What does our clients benefits scheme include?
- Up to a 20% annual bonus scheme (performance based)
- Professional investment plans for relevant courses, exams and industry training materials
- 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
- Annual salary reviews
- Private medical insurance and life cover available
- Recruitment referrals bonus
- Hybrid working offering 2 days from home post probation
- Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
- Free on-site parking
This Technical Assistant role will hold the below responsibilities:
- Assist and manage queries which arise that are of a technical nature, liaising with the Advisers where appropriate, to deliver consistent and detailed responses
- Ensure that all of the relevant due diligence is complete prior to a case being submitted for Paraplanning
- Ensure client outcomes are at the forefront of every task to make sure client satisfaction is kept to a high standard
- Act as a conduit between the Advisers and the office to redirect the bulk of queries so that Advisers can focus on business opportunities
- Aid colleagues when technical queries arise, whilst always remaining compliant
- Ensure prospect cases are monitored and update where necessary
- Ensure reviews are being completed in line with our client review strategy
The ideal candidate for this Technical Assistant role will hold the below experience, skills and qualifications:
- Prior exposure in a Technical Assistant or likeminded support role
- Exposure working alongside FA’s and Paraplanners
- Required to hold (or studying towards) Level 4 financial planning credentials
- Understanding of investments and pensions
- Ability to confidently manage internal and external relationships
- Ability to work autonomously, remotely and within a team
- Experience in maintaining systems, processes and procedures
- Up to date knowledge of regulation, legislation and taxation
- Full UK Driving License and Own Vehicle
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