Remote Technical Consultant - Financial Planning Expert

Exchange Street Claims ltd; Manchester; Remote; GBP 46,800 - 57,200; Full time

Benefits offered by this job

Non-contributory pension (10%)

28 days leave

Critical Illness cover

Dental Insurance

Life Cover (x10)

Performance bonuses

Job summary

A leading financial consultancy in the UK is seeking a Technical Consultant specializing in financial planning. This role offers the flexibility of working from home and a competitive salary up to £52,000, along with extensive benefits including a non-contributory pension and 28 days leave. Ideal candidates will possess a Level 4 qualification and a strong technical foundation in financial services. The firm promotes diversity and is committed to fairness within the workplace.

Qualifications

• Experience as a paraplanner or financial planner.
• Background in technical support or quality assurance.
• Strong foundation in financial concepts and solutions.

Responsibilities

• Guide financial planners with technical queries on pensions and investments.
• Explain facts clearly to clients.
• Become an expert and go-to person for technical issues.

Skills

Technical knowledge in financial planning

Ability to guide financial planners

Pensions and investments expertise

Clear communication skills

Education

Level 4 qualification

Job description

A leading financial consultancy in the UK is seeking a Technical Consultant specializing in financial planning. This role offers the flexibility of working from home and a competitive salary up to £52,000, along with extensive benefits including a non-contributory pension and 28 days leave. Ideal candidates will possess a Level 4 qualification and a strong technical foundation in financial services. The firm promotes diversity and is committed to fairness within the workplace.