Location: Reigate

Salary: Dependent on your experience.


  • Are you looking for your next challenge within financial services / wealth planning?
  • Do you love the technical investment calculations?
  • Do you love research funds and providing analysis?


If so, we may have the perfect role for you.

Working within this busy wealth planning practice, our client is now looking for a Technical Assistant to join their team.

You will:

  • Prepare complex calculations and research such as Annual & Lifetime Allowance, Carry Forward, Capital Gains Tax and Bond & IHT calculations
  • Prepare cashflow forecasts across a broad range of financial planning scenarios
  • Realign a client’s risk profile
  • Provide technical assistance and guidance to the technical administration team


If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.