• 22 July 2008
• Reference: JR203139

• Technical Associate - Berkshire

• Berkshire Competitive Permanent
• Benefits: Competitive

A Technical Associate is required by a highly prestigious private banking services provider. The role is based in Berkshire.


The purpose of the position is to provide servicing and technical support to branch private client team enabling the achievement of business targets.


Responsibilities and accountabilities will be to support and help manage the private client team enabling them to achieve branch targets. The technical associate will accurately prepare for adviser meetings, client reports, valuations, quotations, paperwork and suitability letter/reports within agreed timescales. The associate will also support advisers with preparation of client correspondence


To be successful, this role requires strong technical knowledge of financial services products, relevant experience in a wealth management environment, and effective writing of reports and suitability letters. The ideal candidate will have strong exposure to private clients and client services.

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