Remote Technical Consultant - Financial Planning Pro

Exchange Street Claims & Financial Services; Gloucester; Remote; GBP 35,000 - 60,000; Full time

Benefits offered by this job

Home working

Generous bonus scheme

Non-contributory pension (10%)

28 days leave

PHI

Critical Illness

Dental Insurance

Life Cover (x10)

Job summary

Exchange Street Claims & Financial Services seeks a capable paraplanner or hands-on financial planner to guide advisers on pensions, investments and tax mitigation. You will help explain the facts clearly and develop practical solutions for client cases while becoming the technical go-to for the team.

The role offers working from home with a competitive starting salary, a 10% non-contributory pension and an extensive benefits package. They promote diversity and a fair, supportive environment.

Qualifications

• Paraplanner or technical financial planning background is preferred.
• Level 4 qualification is required.
• Ability to explain complex pensions, investments and tax mitigation clearly to advisers.
• Willingness to work from home with robust communication.

Responsibilities

• Guide financial planners on pensions, investments and tax mitigation queries.
• Explain facts clearly and propose practical solutions for client cases.
• Serve as the go-to technical expert for advisers and support the team.

Skills

Pensions knowledge

Investments knowledge

Technical support

Paraplanner experience

Education

Level 4 qualified

Job description

Exchange Street Claims & Financial Services seeks a capable paraplanner or hands-on financial planner to guide advisers on pensions, investments and tax mitigation. You will help explain the facts clearly and develop practical solutions for client cases while becoming the technical go-to for the team.

The role offers working from home with a competitive starting salary, a 10% non-contributory pension and an extensive benefits package. They promote diversity and a fair, supportive environment.