Required Skills Strong technical documentation expertise Professional written and verbal communication Proven experience in financial services administration Portfolio review preparation Client reporting proficiency Investment trade processing knowledge Attention to detail and accuracy MS Office suite proficiency Client relationship management Time management and organisational skills Problem-solving abilities Team collaboration skills Basic understanding of financial products and services Professional telephone manner Job Summary Within the heart of Northampton, this client stands as a beacon of excellence in wealth management. As they continue their impressive growth trajectory, they seek an Adviser Technical Support professional to join their distinguished team. This isn't just another support role – it's an opportunity to become an integral part of a wealth management firm that genuinely invests in their people's future. The client has built their reputation on developing talent and fostering long-term careers, demonstrated through their comprehensive training programme and commitment to professional development. The successful individual will find themselves in an environment where technical expertise meets client service excellence, working alongside experienced financial advisers who value collaborative thinking and innovative approaches to wealth management. Experience We're seeking individuals who have cultivated their expertise within the financial services sector. Your background should demonstrate a clear progression in understanding wealth management processes and showcase your ability to handle complex financial documentation with precision. Job Responsibilities Beyond the technical capabilities, we're looking for someone who brings precision to their work, understanding that every document tells part of a client's financial journey. Your communication skills should be as refined as your technical abilities, enabling you to translate complex financial concepts into clear, actionable information. Job Benefits Competitive salary package (dependent on experience) Hybrid and flexible working arrangements Professional development programme Desired Skills Working towards financial services qualifications Previous paraplanning experience Knowledge of UK financial regulations Experience with financial planning software Cashflow modelling expertise Understanding of investment platforms Experience with suitability letter writing Knowledge of pension and tax calculations Client meeting experience Exposure to wealth management processes Experience with FactFind preparation Understanding of risk profiling Previous experience in IFA environment Knowledge of investment products