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Financial Consultant Financial Advisor

Complex Needs Wealth Planning Specialist

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Schroders Personal Wealth
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Complex Needs Specialist to provide technical support for financial advisers dealing with intricate client cases. This full-time role will involve developing tailored solutions, offering expertise on trusts and inheritance tax, and collaborating with internal teams. Candidates should have a minimum Level 4 Diploma and relevant experience in the financial services industry. Generous benefits include 30 days of annual leave, private medical insurance, and a matched pension contribution.
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