Advice Policy Consultant

Exchange Street Claims ltd; United Kingdom; Remote; GBP 35,000 - 50,000; Full time

Job summary

A financial services firm located in the United Kingdom is seeking a relationship builder to engage with financial planners. This role focuses on implementing regulatory changes, gathering feedback for improvements, and maintaining effective communication. Level 4 qualification and technical knowledge of pensions are essential. The company offers a supportive culture with a flexible hybrid work model and comprehensive benefits, including a consistent annual bonus and non-contributory pension.

Benefits

A consistent four-figure annual bonus

Yearly pay reviews/rises

A twice-yearly promotion process

10% non-contributory pension

PHI, DIS, life cover, extended maternity/paternity/adoption pay

Qualifications

• Technical knowledge of pensions, IHT planning, and investments is essential.
• Ability to gather feedback and advocate for improvements.
• Experience with financial planners or relevant professionals is desirable.

Responsibilities

• Build and maintain relationships with financial planners.
• Gather feedback on processes and systems.
• Implement regulatory change and help planners understand it.

Skills

Technical knowledge of pensions

Building relationships

Confidence with planners

Education

Level 4 qualified

Job description

Overview

We're looking for an unsung hero who transforms complex ideas into clear, actionable solutions for financial planners. The role sits on a 12‑person team that listens to planner feedback, improves processes and systems (such as suitability letter templates), and implements regulatory change in a way that everyone understands. You’ll be part of a business that invests heavily in its employees and offers a flexible hybrid work model near our South West offices.

Benefits

• A consistent four‑figure annual bonus
• Yearly pay reviews/rises
• A twice‑yearly promotion process
• 10% non‑contributory pension
• PHI, DIS, life cover, 26‑week maternity/paternity/adoption pay and so much more

Responsibilities

• Build and maintain relationships with financial planners.
• Gather feedback on processes and systems.
• Push back and advocate for improvements.
• Implement regulatory change and help planners understand it.

Requirements

• Level 4 qualified.
• Technical knowledge of pensions, IHT planning and investments.
• Experience building relationships with financial planners (ex‑paraplanners, ex‑planners or ex‑helpdesk professionals is desirable).
• Confidence dealing with planners and taking feedback.