Remote Technical Specialist: Financial Report Writer

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

Benefits offered by this job

Pension scheme

Hybrid work model

Monthly office day

Quarterly academy training days

Social events & team activities

Monthly wellbeing days

Job summary

Premier Jobs UK Limited is seeking a diploma-qualified Technical Specialist to excel in report writing and research for a financial planning firm. You will support planners and may attend client meetings, contributing ideas to improve processes.

The role is remote-based with monthly Gerrards Cross office days, offering a hybrid pattern, pension, and training days to develop technical expertise in a collaborative team.

Qualifications

• 5–10 years of financial services industry experience.
• Diploma qualified (Level 4).
• Comfortable with a report-writing focused role excluding investment management work.
• Content to build a long-term career as a technical specialist.

Responsibilities

• Heavy focus on report writing and research across diverse cases.
• Acting as a technical resource for financial planners.
• Working with discretionary fund managers (no fund switches or investment management).
• Opportunity to attend client meetings alongside planners.
• Contributing to team discussions and process improvements.

Skills

Report writing

Financial services experience

Research

Communication with planners

Education

Diploma Level 4

Job description

Premier Jobs UK Limited is seeking a diploma-qualified Technical Specialist to excel in report writing and research for a financial planning firm. You will support planners and may attend client meetings, contributing ideas to improve processes.

The role is remote-based with monthly Gerrards Cross office days, offering a hybrid pattern, pension, and training days to develop technical expertise in a collaborative team.