Remote Technical Specialist - Financial Planning Research

Premier Jobs UK; Gerrards Cross; Hybrid; GBP 33,000 - 55,000; Full time

Benefits offered by this job

Pension scheme

Hybrid working

Monthly office day

Quarterly training days

Team events

Wellbeing days

Job summary

Premier Jobs UK is looking for a diploma-qualified Technical Specialist to join a core financial planning team. You will excel in report writing and research across diverse cases, acting as the technical resource for financial planners and supporting high-quality client service.

Based in a hybrid, remote-friendly environment, you may attend client meetings with planners and contribute to process improvements while developing a long-term career in technical specialization.

Qualifications

• 5-10 years of financial services experience.
• Diploma qualified (Level 4).
• Report-writing focused role with no investment management.
• Committed to building a long-term career as a technical specialist.

Responsibilities

• Heavy focus on report writing and research across diverse cases.
• Act as a technical resource for financial planners.
• Collaborate with discretionary fund managers (no fund switches).
• Attend client meetings with planners when possible.
• Contribute to team discussions and process improvements.

Skills

Report writing

Research

Financial services

Education

Diploma Level 4

Job description

Premier Jobs UK is looking for a diploma-qualified Technical Specialist to join a core financial planning team. You will excel in report writing and research across diverse cases, acting as the technical resource for financial planners and supporting high-quality client service.

Based in a hybrid, remote-friendly environment, you may attend client meetings with planners and contribute to process improvements while developing a long-term career in technical specialization.