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Technical Support

About James Hambro & Partners
James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service. In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has almost £7 billion of assets under management. Our head office is in Pall Mall London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.
 
Role:
Technical Support

Location:
London

Reporting to:
Head of Technical & Suitability  

Responsibilities:

  • Prepare quotes and illustrations where appropriate.
  • Prepare client valuations.
  • Review external suitability reports, providing constructive feedback where appropriate.
  • Assess the suitability of a client’s risk profile, identifying any contradicting information on file if appropriate, and presenting this back to the desk.
  • Research and analyse existing contracts, presenting to the desks, and highlighting technical points where appropriate.
  • As required, triage advice as first line of defence. Identify where advice may not be appropriate, or where further detail is required on file to justifying advice recommendations.
  • As required, prepare client letters/proposals containing advice and recommendations, reports and research documentation. Ensure documentation to support the recommendations is complete and appropriately filed.
  • Support the provision of advice by FCA Approved Persons within the firm’s strict ethical and compliance framework.
  • Providing any other administrative and technical support as required.

Qualifications:

  • CII Certificate in Financial Planning, or similar suitable Level 3 qualification.
  • Working towards/obtained CII Diploma in Financial Planning.

Knowledge and Experience:

  • Experience of a financial administration role.
  • Solid foundation of technical knowledge across the financial planning advice sphere.

Skills and Behaviours:

  • Excellent verbal communication skills with the ability to summarise complex issues clearly and succinctly.
  • Good written communication skills.
  • Ability to communicate on a technical level equivalent to your audience, including explaining features, benefits and risks associated with any suggested course of investment action.
  • Ability to analyse policy information and draw conclusions from it.
  • Confident to engage in debate about the conclusions drawn, resilient in sustaining a logical argument under pressure, and to adjust or hold position as seems fit.
  • Confident with numbers, and able to convert them into meaningful words.
  • Ability to organise and prioritise own workload.
  • IT literate
 

Apply now