Technical Assistant - Financial Services

Job Description

We here at Siamo Recruitment are working with a leading financial practice making great strides across the UK. Showing continuous growth our client is looking for a driven and client focussed Technical Assistant to bridge the gap for their clients between them and the Financial Advisers.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 materials25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)Annual salary reviewsPrivate medical insurance and life cover availableRecruitment referrals bonusHybrid working offering 2 days from home post probationEarly finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthdayFree on-site parkingThis 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 responsesEnsure that all of the relevant due diligence is complete prior to a case being submitted for ParaplanningEnsure client outcomes are at the forefront of every task to make sure client satisfaction is kept to a high standardAct as a conduit between the Advisers and the office to redirect the bulk of queries so that Advisers can focus on business opportunitiesAid colleagues when technical queries arise, whilst always remaining compliantEnsure prospect cases are monitored and update where necessaryEnsure reviews are being completed in line with our client review strategyThe ideal candidate for this Technical Assistant role will hold the below experience, skills and qualifications:Prior exposure in a Technical Assistant or likeminded support roleExposure working alongside FAs and ParaplannersRequired to hold (or studying towards) Level 4 financial planning credentialsUnderstanding of investments and pensionsAbility to confidently manage internal and external relationshipsAbility to work autonomously, remotely and within a teamExperience in maintaining systems, processes and proceduresUp to date knowledge of regulation, legislation and taxationFull UK Driving License and Own VehicleINDCIRPENTPBN1_UKTJ